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100 Great Meadow Road Suite 502, Wethersfield, CT 06109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-08-09 |
| MA | RA | APPROVED | 2019-08-08 |
Branch Locations
100 Great Meadow Road Suite 502, Wethersfield, CT 06109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Libertas Wealth Management Group | Columbus | OH | 08/2014 | 07/2019 |
| Jb Capital, Llc | Wethersfield | CT | 07/2019 | Present |
| Jn Financial | Wethersfield | CT | 07/2019 | Present |
Started 07/2019. Sale of life insurance and fixed annuities through affiliated insurance company, JN Financial, 100 Great Meadow Road, Wethersfield, CT 06109. Insurance agent. Approximately 80 hours per month during securities trading hours. Not investment related. Sales are commission based.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-18 |
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