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176 Westbrook Road, Essex, CT 06426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2016-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essex Financial | Essex | CT | 03/2014 | Present |
| The Leaders Group Inc | Littleton | CO | 06/2021 | 06/2021 |
1) Insurance Agent for Essex Financial Services Inc - 3/2014 - 176 Westbrook Rd, Essex CT 06426 - Life insurance/fixed annuity sales - Not Inv Rel - Insurance Business - less than 10 hrs/mo; less than 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-04 |
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