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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-04 |
Branch Locations
4280 Tamiami Trail East Suite 302, Naples, FL 34112 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
4280 Tamiami Trail East Suite 302, Naples, FL 34112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Benefits | Farmington | CT | 10/2009 | Present |
| Oxford It Consulting, Inc. | Cheshire | CT | 08/2001 | Present |
| Lincoln Investment Planning, Inc. | Farmington | CT | 05/2012 | 09/2022 |
| Brokers International Financial Services | Naples | FL | 09/2022 | Present |
ASB Retirement Solutions, INC; Investment Related; 4280 Tamiami Trail East, Suite 302, Naples FL 34112; Insurance Sales; President; 07/01/2001; 80 hours per month; 60 hours during securities hours; I conduct my practice in insurance through this corporation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-19 |
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