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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-16 |
| CA | RA | APPROVED | 2017-01-19 |
Branch Locations
4301 Macarthur Blvd, Newport Beach, CA 92660 • United States
West Palm Beach, FL • 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 |
|---|---|---|---|---|
| The Benefits Advisor | Newport Beach | CA | 04/2006 | Present |
| First Brokerage America, Llc | St. Louis | MO | 01/2007 | 01/2017 |
| Infinex Investments, Inc. | Meriden | CT | 01/2017 | Present |
| First Bank | Newport Beach | CA | 01/2017 | Present |
1.)THE BENEFITS ADVISOR - NON-INVESTMENT RELATED. INSURANCE SALES, HOME BASED, PRESIDENT (POSITION/TITLE). START DATE 04/2006, 8 HRS/MONTH 2.) First Bank
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-01 |
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