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100 Riverview Center Suite 316, Middletown, CT 06457 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2008-04-30 |
Branch Locations
100 Riverview Center Suite 316, Middletown, CT 06457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wrp Investments Inc | Youngstown | OH | 07/2006 | Present |
| Lifestyle Financial Strategies, Llc | Middletown | CT | 04/2006 | Present |
MIDDLETOWN ROTARY CLUB SCHOLARSHIP TRUST NOT AN INVESTMENT RELATED BUSINESS P.O. BOX 1107 MIDDLETOWN, CT 06457 CIVIC CLUB TRUSTEE 02/2011 TO PRESENT HOURS PER MONTH = 0.5 HOURS DURING SECURITIES TRADING HOURS = 0.5 PER MONTH ONE OF THREE TRUSTEES THAT OVERSEES THE SCHOLARSHIP ENDOWMENT ACCOUNT MIDDLESEX UNITED WAY BOARD OF DIRECTORS NOT AN INVESTMENT-RELATED BUSINESS 100 RIVERVIEW CENTER SUITE 230 MIDDLETOWN, CT 06457 CHARITABLE FUNDRAISING AND COMMUNITY SUPPORT 01/2005 TO PRESENT HOURS PER MONTH = 2.0 HOURS DURING SECURITIES TRADING HOURS = 2.0 BOARD OF DIRECTORS EXECUTIVE COMMITTEE FINANCE COMMITTEE INVESTMENT COMMITTEE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-28 |
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