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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-03-06 |
Branch Locations
4 Main Street, Farmington, CT 06032 • United States
75 Main St., Unionville, CT 06085 • United States
58 West Main Street, Plainville, CT 06062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Webster Investment Services Inc | Bristol | CT | 05/2002 | 03/2020 |
| Lpl Financial Llc | Bristol | CT | 10/2011 | 03/2020 |
| Infinex Investments, Inc. | Meriden | CT | 03/2020 | Present |
| Ion Bank | Manchester | CT | 03/2020 | Present |
1.) Northwest CT community Foundation. Board member. Started Jan 2023. Approx 2 hours per month not during trading hours. Community foundation managing an endowment fund for charitable giving in NW CT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-26 |
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