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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2019 | 02/2022 |
| Publix | Santa Rosa Beach | FL | 02/2018 | 03/2019 |
| J Knipper And Company | Freeport | FL | 04/2018 | 12/2019 |
| Sebela Pharmaceuticals | Roswell | GA | 10/2016 | 10/2017 |
| Insys Therapeutics | Des Moines | IA | 03/2015 | 09/2016 |
| Angmar Medical | Milton | FL | 04/2018 | 08/2018 |
| Unemployed | Freeport | FL | 11/2017 | 01/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2022 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 02/2022 | 05/2022 |
| Lpl Financial Llc | Fort Pierce | FL | 05/2022 | 12/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 01/2025 | Present |
| First Bancorp | Florence | SC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-06 |
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