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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-14 |
Branch Locations
49 Boston Post Road, Waterford, CT 06385 • United States
119 C Griswold St. Ste 103, Glastonbury, CT 06033 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corp | Glastonbury | CT | 08/2012 | 11/2017 |
| Lpl Financial Llc | Glastonbury | CT | 11/2017 | 12/2018 |
| Securities America, Inc. | Glastonbury | CT | 12/2018 | 06/2024 |
| Securities America Advisors | Glastonbury | CT | 12/2018 | 06/2024 |
| Osaic Wealth, Inc. | Glastonbury | CT | 06/2024 | Present |
| Osaic Wealth, Inc. | Glastonbury | CT | 06/2024 | Present |
***Insurance sales Position: REP Nature: Insurance sales Investment Related: Yes Hours: 5 Securities Trading Hours: 0 Start Date: 12/21/2018 Address: 119 C Griswold St., Mailbox 20,GLASTONBURY, CT 06033 ***DBA - Professional Investors Advisor Network ***PROFESSIONAL INVESTORS LLC POSITION: OWNER NATURE: Professional Investors LLC DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 119 C Griswold ST, GLASTONBURY CT 06033 DESCRIPTION: Professional Investors LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-01 |
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