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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2021-06-04 |
| VT | RA | APPROVED | 2021-06-01 |
Branch Locations
89 North Main Street, Concord, NH 03302 • United States
84 Marlboro Street, Keene, NH 03431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2002 | 05/2021 |
| Infinex Investments, Inc. | Meriden | CT | 06/2021 | Present |
| Nh Trust | Keene | NH | 06/2021 | Present |
1.)Fixed Insurance Sales, as an Agent; Conducted at branch location; Investment related. 2.) Brattleboro Sunrise Rotary. Not investment related. Charitable Fund raising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-29 |
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