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Lori Irene Coleman

Yhb Investment Advisors Inc

West Hartford, CT

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Current Employers
Yhb Investment Advisors Inc

29 South Main Street Suite 306, West Hartford, CT 06107-2417 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-07
CT RA APPROVED 2021-02-25
  • TX RA
    APPROVED_RES
    Since 2024-11-07
  • CT RA
    APPROVED
    Since 2021-02-25

Branch Locations

29 South Main Street Suite 306, West Hartford, CT 06107-2417 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Yhb Investment Advisors Inc. West Hartford CT 03/2019 Present
State Of Ct Farmington CT 01/2013 05/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-25
  • S65 Uniform Investment Adviser Law Examination
    2021-02-25

View on SEC IAPD

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