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95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-03 |
Branch Locations
1787 Sentry Parkway West Veva Building 16 Suite 300, Blue Bell, PA 19422-2239 • 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 |
|---|---|---|---|---|
| Cbiz (Savitz Acquisition) | Philadelphia | PA | 05/2014 | 10/2024 |
| Usi Consulting Group | Glastonbury | CT | 11/2024 | Present |
| Usi Advisors | Glastonbury | CT | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-02 |
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