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95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-03-02 |
Branch Locations
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
601 Union Street Ste 1000, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners | San Rafael | CA | 11/2014 | 04/2017 |
| 401(K) Advisors Arizona | Phoenix | AZ | 11/2014 | 04/2017 |
| Lpl Financial | Phoenix | AZ | 02/2015 | 04/2017 |
| Brighton Jones | Seattle | WA | 04/2017 | 01/2023 |
| Usi Consulting Group | Glastonbury | CT | 02/2023 | Present |
| Usi Securities | Glastonbury | CT | 02/2023 | Present |
| Usi Advisors | Glastonbury | CT | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 2009-02-24 |
| S66 | Uniform Combined State Law Examination | 2003-10-22 |
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