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95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-05-19 |
Branch Locations
900 Gay Street, Suite 1796, Knoxville, TN 37902 • United States
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usi Consulting Group, Inc. | Glastonbury | CT | 08/2019 | Present |
| Usi Advisors, Inc. | Glastonbury | CT | 04/2020 | Present |
| The University Of Tennessee Knoxville | Knoxville | TN | 05/2014 | 05/2018 |
| Leading Edge Asset Management | Andersonville | TN | 05/2018 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-19 |
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