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Durham, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Glastonbury | CT | 12/2018 | 06/2021 |
| Citizens Bank | Westfield | MA | 09/2017 | 12/2018 |
| Pioneer Valley Baptist Church | Westfield | MA | 06/2015 | 12/2017 |
| Key Investment Services Llc | Cohoes | NY | 03/2019 | 07/2021 |
| Jb Capital, Llc | Wethersfield | CT | 07/2021 | Present |
| Jn Financial Llc | Wethersfield | CT | 07/2021 | Present |
Started 07/2021. Sale of life insurance and fixed annuities through affiliated insurance company, JN Financial, 100 Great Meadow Road, Wethersfield, CT 06109. Insurance agent. Approximately 80 hours per month during securities trading hours. Not investment related. Sales are commission based.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-30 |
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