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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Pasadena | CA | 04/2016 | 10/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pasadena | CA | 04/2016 | 10/2020 |
| Morton Capital Management | Calabasas | CA | 11/2020 | 05/2022 |
| First Bank | Santa Barbara | CA | 05/2022 | Present |
| Infinex Investments, Inc. | Meriden | CT | 05/2022 | Present |
1.) First bank. Yes, investment related. Family Wealth advisor. Trust and investments. May 2022. Approx 30 hours per week. Approx 10 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-06 |
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