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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-25 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
10 Waterside Drive #104, Farmington, CT 06062 • United States
20 Waterside Drive Suite 202, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning | Wyncote | PA | 07/2013 | 09/2022 |
| American Senior Benefits | Farmington | CT | 02/2012 | Present |
| Brokers International Financial Services | Farmington | CT | 09/2022 | Present |
American Senior Benefits; not investment related; 10 Waterside Drive #104, Farmington, CT 06032; Insurance Agent; 03/15/2012; 100 hours each month, 90 during securities hours, Sales of Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 2008-02-05 |
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