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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-11 |
Branch Locations
20 Waterside Dr. Suite 202, Farmington, CT 06032 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perry Baseball | Bloomfield | CT | 06/2020 | 09/2025 |
| Post University | Waterbury | CT | 09/2015 | 05/2020 |
| American Senior Benefits | Farmington | CT | 08/2021 | Present |
| Integrity Alliance Llc | Farmington | CT | 09/2025 | Present |
1. American Senior Benefits; investment-related; 20 Waterside Dr. #202, Farmington, Connecticut, 06032; Retirement Planning; Broker; 09/20/2021; 200 hours per month; 160 hours during securities trading hours; Conducting business in health insurance, life insurance, and annuities. 2. Connecticut Moose; not investment-related; 74 Granby St., Bloomfield, Connecticut, 06002; Youth & high school baseball coach/trainer for AAU travel baseball program; Coach; 06/01/2019; 10 hours per month; 0 hours during securities trading hours; Coaching on weekends in summertime, and private lessons in the offseason (November - March) 3. Move Well Realty; not investment-related; 143 Whiting St. Building 6, Unit C, Plainville, Connecticut, 06062; Real Estate Consignment; Partner; 03/01/2022; 0 hours per month; 0 hours during securities trading hours; Business was established two years ago and has not flourished. 4. New England Retirement Group; investment-related; 20 Waterside Dr, Suite 202, Farmington, CT 06032; Insurance sales; President/Managing partner; 10/20/2025; 10 hours per month; 0 hours during securities trading hours; Managing insurance agents 5.MICHAEL ROBERT MUNSON - MUNSON RETIREMENT PLANNING POSITION: Owner NATURE: It was created to secure my brand and allow me to compliantly maintain a google my business listing INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/07/2026 ADDRESS: 20 Waterside Drive #202, Farmington CT 06032, DESCRIPTION: I just established the DBA/Trade name It is not a business. The only reason I established this was to get my google my business page reinstated
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
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