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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-25 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
10 Waterside Drive Ste104, Farmington, CT 06032 • United States
20 Waterside Drive Suite 202, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Benefits | Farmington | CT | 01/2015 | Present |
| Lincoln Investment | Fort Washington | PA | 04/2017 | 09/2022 |
| Lincoln Investment | Fort Washington | PA | 10/2020 | 09/2022 |
| Capital Analysts | Fort Washington | PA | 10/2020 | 09/2022 |
| Brokers International Financial Services | Farmington | CT | 09/2022 | Present |
1) American Senior Benefits; not investment related; 10 Waterside Dr, Ste 104 Farmington CT 06032; insurance sales; producer, 01/15/2015; 120 hours per month; 80 hours during trading hours; meeting with prospective clients. 2 Board Member; not investment related; 6 Bryan Hall Plaza, Washington Depot, CT 06794; Discuss events and issues for Seniors in Washington Depot, CT; Board Member; 01/01/2021; 1 hour per month; 0 during trading hours; Discuss issues and concerns at by monthly board meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-15 |
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