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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-02-07 |
Branch Locations
4686 E. Van Buren St #190, Phoenix, AZ 85008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2016 | 01/2019 |
| Bank Of America, N.A. | Chandler | AZ | 06/2016 | 01/2019 |
| Infinex Investments, Inc. | Meriden | CT | 02/2019 | Present |
| Alerus | Mesa | AZ | 01/2019 | Present |
1.) Alerus. Banking. Yes, investment related. Wealth Mgmt Advisor. Started Jan 2019. Approx 160 hours per month. Aprox 136 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-09 |
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