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Current Employers
Osaic Institutions, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2020-07-02
  • TN RA
    APPROVED
    Since 2020-07-02

Branch Locations

306 West Main Street, Mcminnville, TN 37111 • 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
Security Federal Savings Bank Mcminnville TN 11/1998 Present
Infinex Investments, Inc. Meriden CT 06/2015 Present
  • 11/1998 → Present
    Security Federal Savings Bank
    Mcminnville, TN
  • 06/2015 → Present
    Infinex Investments, Inc.
    Meriden, CT
Other Businesses

1.) Security Federal Savings Bank. Banking. Yes, Investment related. Started in Nov 1998. VP. Approx 80 hours per month. Appprox 68 hours during trading hours. 2.) Covenant Academy. Back up bookkeeper. Serve as Board member. (Children's private school) Volunteer. Approx 5 - 10 hours per month. Approx 0 hours during trading hours. Not investment related. 3.)Boy Scouts of America. Volunteer. Merit Badge counselor. Not investment related. 4 hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-30
  • S66 Uniform Combined State Law Examination
    2020-06-30
Other Names
  • Wendy Susan Bill

View on SEC IAPD

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