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Account
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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-01-27 |
Branch Locations
31 Liberty Street, Suite 306, Southington, CT 06489 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Plantsville | CT | 08/2010 | 01/2017 |
| Wells Fargo Advisors Llc | Plantsville | CT | 08/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bloomfield | CT | 11/2016 | 01/2017 |
| Lpl Financial, Llc | Newington | CT | 01/2017 | 01/2023 |
| Infinex Investments, Inc | Meriden | CT | 01/2023 | Present |
1.) Charter fishing Boat. Captain, Owner. Not investment related. Starting May 2025. Chartering Boat. Approx 70 hours per month (primarily on weekends).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-07 |
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