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Brian Patrick Jordan

Usi Securities, Inc.

Glastonbury, CT

Glastonbury, CT

CRD 5232434

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Employer firm

Usi Securities, Inc. CRD 43793

163 advisory clients

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Usi Securities, Inc.

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2020-08-14
  • CT RA
    APPROVED
    Since 2020-08-14

Branch Locations

95 Glastonbury Blvd Suite 102, Glastonbury, CT 06033 • United States

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • USA

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
Voya Financial Partners Hartford CT 09/2014 03/2020
Voya Financial Hartford CT 09/2014 03/2020
Usi Securities, Inc. Glastonbury CT 04/2020 Present
Usi Consulting Group, Inc. Glastonbury CT 04/2020 Present
  • 09/2014 → 03/2020
    Voya Financial Partners
    Hartford, CT
  • 09/2014 → 03/2020
    Voya Financial
    Hartford, CT
  • 04/2020 → Present
    Usi Securities, Inc.
    Glastonbury, CT
  • 04/2020 → Present
    Usi Consulting Group, Inc.
    Glastonbury, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-14
S63 Uniform Securities Agent State Law Examination 2007-12-21
  • S65 Uniform Investment Adviser Law Examination
    2020-08-14
  • S63 Uniform Securities Agent State Law Examination
    2007-12-21
Other Names
  • Brian Patrick Jordan
  • Brian Patrick Jordan

View on SEC IAPD

Nearby Firms

USI ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Daniel Robert Casella
STUART SELLARS WALLACE
JOSEPH MICHAEL MATTIA

Nearby Offices

USI ADVISORS · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Glastonbury, CT
CETERA INVESTMENT ADVISERS LLC · GLASTONBURY, CT

More in Glastonbury, CT

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