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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-05-04 |
Branch Locations
538 Preston Avenue, Meriden, CT 06450-4858 • United States
3466 North Valdosta Road, Suite A, Valdosta, GA 31602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Langdale Industries | Valdosta | GA | 07/2016 | 08/2018 |
| Commercial Banking Company | Valdosta | GA | 08/2018 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 09/2018 | 04/2020 |
| Cetera Investment Advisors Llc | Valdosta | GA | 11/2018 | 04/2020 |
| Infinex Investments, Inc. | Meriden | CT | 05/2020 | Present |
1.) NON-PROFIT - VALDOSTA LATINO ASSOCIATION, INC. 2.) Valdosta North Rotary Club. Not investment related. President. Started in 2019. Approx 5-8 hours per month. 4 -6 hours per month during trading hours. Lead meetings, coordinate speakers, coordinate events, fundraising. 3.) Excell consulting. Not investment related. Started May 2022. Approx 1 hour per month. Clean up, organize, automate Excel Spreadsheets. 4.) CBC bank. Banking services. Financial Advisor. Started Dec 2018. 5.) Grace College. Not investment related. Adjunct Professor. Started Aug 2026. Approx 10 hours per month none during trading hours. Course development, proctor online course.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-14 |
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