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29 South Main Street Suite 306, West Hartford, CT 06107-2417 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2014-11-18 |
Branch Locations
29 South Main Street Suite 306, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yhb Investment Advisors Inc | West Hartford | CT | 06/2011 | Present |
Town of Canton; Canton, CT; Municipality; Investment related; volunteer member on Pension Board; start date 01/2017; 2-3 hours/quarter; attend meetings, review holdings, make recommendations to asset allocations, mutual funds (within a lineup of choices), and where withdrawals could be sourced.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-04 |
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