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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-06-24 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Northern Bank & Trust | Woburn | MA | 05/2005 | 06/2024 |
| Infinex Investments, Inc. | Woburn | MA | 06/2013 | Present |
1) SBLI - INSURANCE - YES, INVESTMENT RELATED - AGENT - BEGAN 4/2005 - LESS THAN 10 HOURS A MONTH, ALL DURING MARKET HOURS. 2) MARTINI INSURANCE AGENCY - P&C INSURANCE - YES, INVESTMENT RELATED. BEGAN 9/2012 - LESS THAN 10 HOURS A MONTH, LESS THAN 10 HOURS A MONTH DURING MARKET HOURS. - LIASON FOR THE BANK - BANK OFFICERS P&C INSURANCE TO CUSTOMERS, I OVERSEE. 3) TUDOR RISK - P&C INSURANCE - YES, INVESTMENT RELATED - BEGAN 9/2012 - I AM THE BANK'S LIASON TO TUDOR. LESS THAN 10 HOURS A MONTH, ALL DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-30 |
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