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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED_RES | 2025-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Walnut Creek | CA | 11/2015 | 04/2019 |
| Td Ameritrade, Inc. | Stockton | CA | 02/2018 | 04/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 04/2019 |
| Unemployed | Dinuba | CA | 04/2020 | 06/2020 |
| Cuso Financial Serivces, Lp | San Diego | CA | 07/2020 | 03/2025 |
| Brandon Garrett Construction | Fresno | CA | 05/2019 | 03/2020 |
| Osaic Institutions, Inc. | Meriden | CT | 03/2025 | Present |
| Noble Credit Union | Fresno | CA | 03/2025 | Present |
1.) Insta Cart. Not investment related. Driver/delivery person. Deliver groceries. Started in 2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-04 |
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