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Jason Miles Apruzzese

Osaic Institutions, Inc.

South Windsor, CT

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2016-04-25
  • CT RA
    APPROVED
    Since 2016-04-25

Branch Locations

1751 Ellington Rd, South Windsor, CT 06074 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Infinex Investments, Inc Meriden CT 04/2016 Present
United Banks Bristol CT 04/2016 09/2019
Ion Bank Manchester CT 12/2019 Present
  • 04/2016 → Present
    Infinex Investments, Inc
    Meriden, CT
  • 04/2016 → 09/2019
    United Banks
    Bristol, CT
  • 12/2019 → Present
    Ion Bank
    Manchester, CT
Previous Registrations
  • 2011-05-31 → 2016-04-22
    Lpl Financial Llc
    East Windsor, CT
    S Windsor, CT
    West Springfield, MA
    Wethersfield, CT
    Fort Mill, SC
    Hartford, CT
    West Hartford, CT
    S Windsor, CT
    Avon, CT
    Windsor, CT
    Enfield, CT
    Ludlow, MA
    Holyoke, MA
    West Springfield, MA
    East Longmeadow, MA
    West Springfield, MA
    Southwick, MA
    Feeding Hills, MA
    Westfield, MA
  • 2008-06-06 → 2010-06-22
    Msi Financial Services, Inc.
    Glastonbury, CT
Other Businesses

1.) Torrington High School. Soccer Coach. Not investment related. Fall 2023 (Aug - Nov). Approx 60 hours per month not during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-23
S63 Uniform Securities Agent State Law Examination 2006-10-18
  • S65 Uniform Investment Adviser Law Examination
    2008-05-23
  • S63 Uniform Securities Agent State Law Examination
    2006-10-18
Other Names
  • Jason Appruzese

View on SEC IAPD

Other Firms

EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC
STRATEGIC FINANCIAL, LLC
FREEDOM INVESTMENT MANAGEMENT, INC.
TD PRIVATE CLIENT WEALTH LLC

Other Investors

John Erik Zahner
David Michael McMahon
TODD EVAN BECKER
KENNETH RICHARD HUFFINE
Kelly Marie Outhuse
Jonathan Howard Brice
BRIAN M MCQUEENEY
BRIAN KENNETH MAROIS

Other Offices

EDWARD JONES · SOUTH WINDSOR, CT
LPL FINANCIAL LLC · SOUTH WINDSOR, CT
LPL FINANCIAL LLC · SOUTH WINDSOR, CT
LPL FINANCIAL LLC · SOUTH WINDSOR, CT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · South Windsor, CT
OSAIC WEALTH, INC. · SOUTH WINDSOR, CT
KEY INVESTMENT SERVICES LLC · South Windsor, CT
STRATEGIC FINANCIAL, LLC · SOUTH WINDSOR, CT

More in South Windsor, CT

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