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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-07-07 |
Branch Locations
14 Main Street, Bridgewater, MA 02324 • United States
120 West Center Street, West Bridgewater, MA 02379 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Lavista | NE | 07/2009 | 03/2021 |
| Usadvisors Wealth Management, Llc | Bridgewater | MA | 01/2017 | 03/2021 |
| Securities America Advisors, Inc. | Bridgewater | MA | 07/2009 | 01/2017 |
| Bcu Financial | Lawrence | MA | 07/2009 | 03/2021 |
| Equitable Advisors Llc | New York | NY | 03/2021 | 06/2022 |
| Infinex Investments, Inc. | Meriden | CT | 06/2022 | Present |
| Bluestone Bank | Raynham | MA | 06/2022 | Present |
1.Bridgewater State University, 25 Summer Street, Bridgewater, MA 02324, Senior Instructor, part-time teaching department of Communication, March 24, 2021, approximately 12 hours per month, 35,000 yearly compensation 2. Independent agent, sales and service of fixed insurance products.3.Delaware Life, February 2, 20210, fixed annuity, appointment only for existing clients, Forethought, February 2, 2010, fixed annuity, appointment only for existing clients, Oceanview Life, January 15, 2021, fixed annuity, existing client requested a second contract with Oceanview after I joined Equitable, I received preapproval for additional business on an exception basis for a contract for this client, appointment only for existing clients. 3. Brockton symphony Orchestra. not investment related. Community arts/Events. Treasurer. Volunteer. Fundraising, reports, record keeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-09 |
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