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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-19 |
Branch Locations
510 Broadway, Suite 8, Chula Vista, CA 91910 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| First Brokerage America, Lla | Chula Vista | CA | 06/2016 | 01/2017 |
| Infinex Investments, Inc | Meriden | CT | 01/2017 | Present |
| First Bank | Chula Vista | CA | 06/2016 | Present |
1.) First Bank 2.) USMX Financial Group. Property and casualty insurance. Yes, investment related. Senior Consultant. Started July 2020. Approx 60 hours per month not during trading hours. Commissions for sales of P&C Insurance. Fees for coordination of estate plans and business consulting. Mexican Car Insurance property and casualty,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-28 |
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