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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-11 |
Branch Locations
2185 N. California Blvd Ste 250, Walnut Creek, CA 94596 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | San Francisco | CA | 09/2016 | 06/2018 |
| Mml Investors Services | San Francisco | CA | 09/2016 | 06/2018 |
| Lenox Advisors, Inc. (Mass Mutual) | San Francisco | CA | 08/2016 | 06/2018 |
| Bank Of The West | San Francisco | CA | 06/2018 | 07/2022 |
| Bancwest Investment Services, Inc. | San Francisco | CA | 06/2018 | 07/2022 |
| Infinex Investments, Inc. | Meriden | CT | 08/2022 | Present |
| First Bank | Walnut Creek | CA | 08/2022 | Present |
1.) 09/2010 - LANDLORD - REAL ESTATE IN SAN FRANCISCO, CA - INVESTMENT RELATED 2.) AIRBNB. Not investment related. Owner. Started April 2026. Approx 1 hour per month not during trading hours. Marketing and communication,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-20 |
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