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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Bridgeport | CT | 04/2012 | 03/2021 |
| Td Bank N.A. | Stamford | CT | 03/2021 | 06/2023 |
| Td Private Client Wealth Llc | Stamford | CT | 03/2021 | 06/2023 |
| Key Investment Services Llc | Brooklyn | OH | 06/2023 | 03/2026 |
| Osaic Institutions, Inc. | Meriden | CT | 03/2026 | Present |
| Ion Bank | Ansonia | CT | 03/2026 | Present |
1.) ION Bank. Yes, investment related. Retail banking. Financial advisor. Started March 2026. 0 hours during market hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-20 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-17 |
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