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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-07-25 |
| MA | RA | APPROVED | 2020-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | West Roxbury | MA | 09/2014 | 03/2018 |
| Envision Bank | Braintree | MA | 03/2018 | 07/2022 |
| Infinex Investments, Inc. | Meriden | CT | 02/2020 | Present |
| Watertown Savings Bank | Watertown | MA | 07/2022 | Present |
1.) PUBLIC NOTARY FOR THE STATE OF MA - NOTARIZE BANK DOCUMENTS FOR Watertown Savings Bank CLIENTS. 2.) Real estate License. Yes, investment related. Approx 12 hours per month.. Real estate agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-07 |
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