Jason Craig Sherwood

Current Employers

Osaic Institutions, Inc.

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2014-12-12

NC RA
APPROVED

Since 2014-12-12

Branch Locations

318 N. Hwy 64/264, Manteo, NC 27954 • United States

202 S. Croatan Hwy, Kill Devil Hills, NC 27948 • 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

Organization	City	State	From	To
Infinex Investments, Inc.	Meriden	CT	12/2014	Present
Southern Bank And Trust	Kill Devil Hills	NC	10/2020	Present

12/2014 → Present

Infinex Investments, Inc.

Meriden, CT
10/2020 → Present

Southern Bank And Trust

Kill Devil Hills, NC

Previous Registrations

2011-07-11 → 2014-12-16

Edward Jones

Manteo, NC

Chesapeake, VA

Manteo, NC

Manteo, NC

St Louis, MO

Kitty Hawk, NC

Other Businesses

1.)VIRGINIA INSURANCE AGENCY SOLUTIONS INC., 2901 S LYNNHAVEN RD., VIRGINIA BEACH, VA 23452. INSURANCE PRODUCER. 2.) Southern Bank. Yes, investment related. Started Jan 2024. Financial Advisor Referral Program. 1% increase in grid payout if meet referral goal. Refer business to Southern Bank partners.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-05-13

S66 Uniform Combined State Law Examination

2011-05-13

View on SEC IAPD

Current Employers

Osaic Institutions, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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