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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-30 |
Branch Locations
3610-A River Point Parkway, Sheridan, CO 80110 • United States
24350 E Smokey Hill Road, Aurora, CO 80016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellco Credit Union | Aurora | CO | 04/2012 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 04/2012 | 11/2023 |
| Osaic Institutions, Inc. | Meriden | CT | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-11 |
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