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11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-21 |
| RI | RA | APPROVED | 2020-03-02 |
Branch Locations
275 W. Natick Road Suite 450, Warwick, RI 02886 • United States
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Sebastian, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Johnston | RI | 04/2016 | 12/2017 |
| Independent Agent Dba Charter Financial Group | Providence | RI | 01/2018 | Present |
| Success Wealth Management | Wexford | PA | 03/2020 | Present |
| Hazard & Siegel Inc | Dewitt | NY | 01/2022 | 12/2024 |
1)Independent Agent dba Charter Financial Group, Insurance Agent, Providence, RI, 40 hours/week, Warwick RI 02886. 2) Kendra Carano rental property, homeowner/landlord,4 Custer Ave. Johnston, RI 02919,non-investment related. 3) Property Owner; not inv rel; receive rent compensation for rental of second floor of home; 5 hrs/month; 5% of time. 4) Carano Financial Group LLC. DBA Kendra Carano 1203 Laconia St Sebastian FL 32958 7/30/2022 investment related, 30 hrs month selling, Medicare insurance, fixed insurance & annuities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-02 |
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