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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 02/2014 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 05/2018 | 03/2022 |
| Guardian Life Insurance Company | Charlotte | NC | 03/2022 | 12/2024 |
| Park Avenue Securities | Charlotte | NC | 03/2022 | 12/2024 |
| Truist Investment Services, Inc | Charlotte | NC | 12/2024 | 10/2025 |
| Truist Advisory Services, Inc | Charlotte | NC | 12/2024 | 10/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 10/2025 | Present |
| Hometrust Bank | Charlotte | NC | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-24 |
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