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Jennifer Lee Grennan

Osaic Institutions, Inc.

South Windsor, CT

Waterbury, CT

Waterbury, CT

Middlebury, CT

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-04-18
CT RA APPROVED 2018-09-10
  • MA RA
    APPROVED
    Since 2019-04-18
  • CT RA
    APPROVED
    Since 2018-09-10

Branch Locations

1751 Ellington Rd, South Windsor, CT 06074 • United States

910 Wolcott Street, Waterbury, CT 06705 • United States

3670 East Main Street, Waterbury, CT 06705 • United States

600 Middlebury Road, Middlebury, CT 06762 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Infinex Investments, Inc. Meriden CT 06/2016 Present
United Bank South Windsor CT 06/2016 11/2019
Ion Bank Manchester CT 11/2019 Present
  • 06/2016 → Present
    Infinex Investments, Inc.
    Meriden, CT
  • 06/2016 → 11/2019
    United Bank
    South Windsor, CT
  • 11/2019 → Present
    Ion Bank
    Manchester, CT
Other Businesses

1) Ion Bank. Retail banking. approx. 160 hours per month. Approx 136 hours during trading hours. Banking. Started Nov 2019.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-07
S63 Uniform Securities Agent State Law Examination 2015-07-24
  • S65 Uniform Investment Adviser Law Examination
    2018-09-07
  • S63 Uniform Securities Agent State Law Examination
    2015-07-24

View on SEC IAPD

Other Firms

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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KEY INVESTMENT SERVICES LLC
STRATEGIC FINANCIAL, LLC
FREEDOM INVESTMENT MANAGEMENT, INC.
TD PRIVATE CLIENT WEALTH LLC

Other Investors

John Erik Zahner
David Michael McMahon
TODD EVAN BECKER
KENNETH RICHARD HUFFINE
Kelly Marie Outhuse
Jonathan Howard Brice
BRIAN M MCQUEENEY
BRIAN KENNETH MAROIS

Other Offices

EDWARD JONES · SOUTH WINDSOR, CT
LPL FINANCIAL LLC · SOUTH WINDSOR, CT
LPL FINANCIAL LLC · SOUTH WINDSOR, CT
LPL FINANCIAL LLC · SOUTH WINDSOR, CT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · South Windsor, CT
OSAIC WEALTH, INC. · SOUTH WINDSOR, CT
KEY INVESTMENT SERVICES LLC · South Windsor, CT
STRATEGIC FINANCIAL, LLC · SOUTH WINDSOR, CT

More in South Windsor, CT

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