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Osaic Institutions, Inc. CRD 35371
$6.49B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2012-08-29 |
Branch Locations
87 Church Street, Naugatuck, CT 06770 • United States
71 Oxford Road, Oxford, CT 06483 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ion Bank (Naugatuck Savings Bank) | Naugatuck | CT | 03/2011 | Present |
| Infinex Investments, Inc. | Naugatuck | CT | 01/2007 | Present |
1.) ION Bank. Banking. Yes, investment related. First VP. Started Feb 2006.Officer of the bank.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-27 |
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