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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-03-18 |
Branch Locations
403 Boush St., Norfolk, VA 23510 • United States
617 Volvo Parkway, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Bank And Trust | Norfolk | VA | 09/2013 | Present |
| Somerton Friends Meeting | Suffolk | VA | 09/2013 | Present |
| Infinex Investments, Inc. | Meriden | CT | 01/2021 | Present |
(1.) Book. Wrote a book that would like to be published. Not investment related. (2) Southern Bank. Yes, investment related. Started Jan 2024. Financial Advisor Referral Program. 1% increase in grid payout if meet referral goal. Refer business to Southern Bank partners. 3.) Single Family rental property. Started July 2025. Not investment related. Co owner with spouse. Rent. 4.) Author. Fiction Book Publishing. Not investment related. Started July 2026. Ongoing royalties from book sales. Self-Publishing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-10 |
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