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95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-16 |
Branch Locations
95 Glastonbury Blvd Suite 102, Glastonbury, CT 06033 • United States
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | White Plains | NY | 11/2010 | 10/2018 |
| Independent Financial Partners | White Plains | NY | 11/2010 | 10/2018 |
| Resources Investment Advisors | Overland Park | KS | 09/2018 | 07/2022 |
| Triad Advisors | Norcross | GA | 11/2018 | 07/2022 |
| Usi Consulting Group | Glastonbury | CT | 01/2024 | Present |
| Usi Securities | Glastonbury | CT | 01/2024 | Present |
| Usi Advisors | Glastonbury | CT | 01/2024 | Present |
| Self-Employed | New Fairfield | CT | 07/2022 | Present |
Owner, DanBob Enterprises, LLC 30 N. Gould St Suite R Sheridan, WY 82801 established May 22, 2023 ecommerce business, not investment-related responsible for sourcing products, creating listings and managing suppliers -approximately 10-20 hours a month generally outside of securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-23 |
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