Inactive

Anne Agonis Space

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-06
CT	RA	APPROVED	2018-07-30

TX RA
APPROVED

Since 2024-11-06
CT RA
APPROVED

Since 2018-07-30

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

Organization	City	State	From	To
Ubs	Hartford	CT	05/2012	06/2018
Yhb Investment Advisors Inc.	West Hartford	CT	07/2018	Present

05/2012 → 06/2018

Ubs

Hartford, CT
07/2018 → Present

Yhb Investment Advisors Inc.

West Hartford, CT

Designations

Other Names

Anne Elizabeth Agonis

View on SEC IAPD

Other Firms

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

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CETERA INVESTMENT ADVISERS LLC

PRIME CAPITAL FINANCIAL

THE PATRIOT FINANCIAL GROUP, LLC

NEWEDGE ADVISORS

Other Investors

David Walter McCary

EDWARD ALLEN STEIGER

JENNIFER E LANGE

RICHARD JOSEPH CARDINAL

PAUL FRANCIS VAIDA

Andrew John Lawson

Alexis Jankauskas

ROBERT MARK BORKOWSKI

Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT

COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT

JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT

LPL FINANCIAL LLC · WEST HARTFORD, CT

CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT

LPL FINANCIAL LLC · WEST HARTFORD, CT

PRIME CAPITAL FINANCIAL · West Hartford, CT

THE PATRIOT FINANCIAL GROUP, LLC · WEST HARTFORD, CT

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