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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Swanton | OH | 01/2016 | 10/2016 |
| F & M Investments | Swanton | OH | 01/2016 | 10/2016 |
| Raymond James Financial Services Advisors Inc. | Swanton | OH | 01/2016 | 10/2016 |
| Edward Jones | St. Louis | MO | 10/2016 | 03/2017 |
| Cuso Financial | San Diego | CA | 03/2017 | 03/2025 |
| Osaic Institutions, Inc | Meriden | CT | 03/2025 | Present |
| Impact Credit Union | Freemont | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-22 |
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