Lori W Meter

Current Employers

Employment History

• 10/2013 → 09/2016
  Guardian Life Insurance Company
  Farmington, CT
• 10/2013 → 09/2016
  Park Avenue Securities
  Farmington, CT
• 09/2016 → 03/2017
  Bank Of America, N.A.
  Bloomfield, CT
• 09/2016 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield, CT
• 07/2017 → 07/2018
  Foresters Financial Services
  North Haven, CT
• 04/2017 → 07/2017
  Unemployed
  Glastonbury, CT
• 04/2018 → 08/2021
  G-Bury Bnb, Llc.
  Glastonbury, CT
• 07/2018 → 02/2019
  Foresters Financial Services
  E. Hartford, CT
• 03/2019 → 04/2021
  Key Investment Services Llc
  Manchester, CT
• 08/2021 → 12/2022
  Covr
  Boise, ID
• 04/2023 → 02/2026
  Crump Life Insurance Services
  Harrisburg, PA
• 12/2022 → 04/2023
  Unemployed
  Winnemucca, NV
• 02/2026 → Present
  Bright Lake Wealth Management, Llc
  Roseville, CA

Previous Registrations

• 2021-09-23 → 2022-12-31
  Tlg Advisors, Inc.
  Summit, NJ
  Boise, ID
• 2019-03-13 → 2021-04-26
  Key Investment Services Llc
  Avon, CT
  S Windsor, CT
  Manchester, CT
  Cohoes, NY
• 2017-08-24 → 2019-02-15
  Foresters Advisory Services, Llc
  North Haven, CT
  East Hartford, CT
• 2016-09-26 → 2017-04-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield, CT
• 2013-11-05 → 2016-10-06
  Park Avenue Securities Llc
  Farmington, CT
  New Haven, CT
• 2012-05-22 → 2013-05-16
  New England Securities
  West Hartford, CT
• 2011-09-27 → 2012-05-04
  Waddell & Reed
  Hartford, CT
  Hamden, CT

Other Businesses

Rental Property Co-Owner (5253 Western Way Winnemucca, NV 89445) Renting previous residence. 01/17/2025 - one hour per month (zero during trading hours)

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-26
• S66 Uniform Combined State Law Examination
  2011-09-26

Other Names

• Lori Ann Townsend
• Lori Ann Wilcox
• Lori A Wilcox
• Lori A Townsend
• Lori Ann Thaner
• Lori A Thaner
• Lori Wilcox Meter
• Lori A Meter