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Current Employers
Osaic Institutions, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2017-11-15
MA RA APPROVED 2012-02-01
  • RI RA
    APPROVED
    Since 2017-11-15
  • MA RA
    APPROVED
    Since 2012-02-01

Branch Locations

538 Preston Avenue, Meriden, CT 06450-4858 • UNITED STATES

23 Elm Street, New Bedford, MA 02740 • United States

787 Main Road, Westport, MA 02790 • United States

2 Meetinghouse Lane, 2 Meetinghouse Lane, RI 02837 • United States

1000 Ashley Blvd, New Bedford, MA 02745 • United States

335 Stafford Road, Fall River, MA 02721 • United States

714 Dartmouth Street, Dartmouth, MA 02748 • United States

75 Alden Road, Fairhaven, MA 02719 • United States

1 Crandall Road, Tiverton, RI 02878 • United States

460 Robeson Street, Fall River, MA 02720 • United States

299 State Road North, Dartmouth, MA 02747 • 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
OrganizationCityStateFromTo
Baycoast Bank New Bedford MA 01/2012 Present
Infinex Investments, Inc. New Bedford MA 01/2012 Present
  • 01/2012 → Present
    Baycoast Bank
    New Bedford, MA
  • 01/2012 → Present
    Infinex Investments, Inc.
    New Bedford, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-08
  • S66 Uniform Combined State Law Examination
    2011-06-08

View on SEC IAPD

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