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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2022-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alerus Financial | Grand Forks | ND | 07/2015 | Present |
| Infinex Investments, Inc | Meriden | CT | 09/2021 | Present |
1.) Alerus. Banking. Yes, investment related. Northern Valley Lead financial Guide. Started in July 2015. approx 05 hours per moth. Approx 90 hours during trading hours. Lead team of financial guides and work with clients directly under trust powers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-31 |
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