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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-26 |
Branch Locations
95 Glastonbury Blvd Ste. 205, Glastonbury, CT 06033 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Old Lyme | CT | 10/2012 | 12/2019 |
| Bankers Life Securities, Inc. | Old Lyme | CT | 05/2016 | 12/2019 |
| Bankers Life And Casualty | Old Lyme | CT | 10/2012 | 12/2019 |
| Rotary Club Of Mystic | Mystic | CT | 07/2017 | 12/2017 |
| American Senior Benefits | Farmington | CT | 12/2019 | Present |
| Lincoln Investment | Farmington | CT | 01/2020 | 09/2022 |
| Brokers International Financial Services | Farmington | CT | 09/2022 | Present |
Insurance Agent; not investment related; 10 Watersidde Dr, Suite 104, Farmington CT 06032; insurance agent; 01/05/2019; 80 hours per month, 47 hours during securities hours; Selling fixed insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-08 |
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