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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Litchfield | CT | 08/2010 | 07/2017 |
| Raymnd James Financial Services Advisors, Inc | Litchford | CT | 08/2010 | 07/2017 |
| Union Savings Bank | Torrington | CT | 11/2011 | 07/2017 |
| Infinex Investments, Inc. | Meriden | CT | 09/2017 | 04/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 05/2026 | Present |
| Torrington Savings Bank | Goshen | CT | 03/2026 | Present |
| Nbt Bank | Lakeville | CT | 04/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 2001-12-11 |
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