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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2015-03-12 |
Branch Locations
306 West Main Street, Mcminnville, TN 37111 • United States
305 W Morford Street, Mcminnville, TN 37110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Federal Savings Bank | Mcminnville | TN | 03/2015 | Present |
| Infinex Investments, Inc. | Meriden | CT | 03/2015 | Present |
1.) SENIOR VICE PRESIDENT AT SECURITY FEDERAL SAVINGS BANK. SECURITY FEDERAL FINANCIAL SERVICES IS A TRADE NAME OF SECURITY FEDERAL SAVINGS BANK. INFINEX AND THE BANK ARE NOT AFFILIATED. START DATE 03/02/2015, 40 HOUR WORK WEEK, JOB TITLE IS SENIOR VICE PRESIDENT OF WEALTH MANAGEMENT. 2.) Rotary International. NOT INVESTMENT RELATED. BOARD MEMBER/TREASURER. Started July 2024. Approx 12 hours per month. 4 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-22 |
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