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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-04-29 |
Branch Locations
477 Main Street, Monroe, CT 06468 • United States
926 White Plains Road, Trumbull, CT 06601 • United States
32 Church Hill Rd, Newtown, CT 06470 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boomerang Capital Llc | Darien | CT | 01/2015 | 09/2019 |
| Bankers Life & Casualty | Stamford | CT | 03/2020 | 12/2021 |
| Bankers Life Securities | Stamford | CT | 08/2020 | 12/2021 |
| Pruco Securities Llc | Shelton | CT | 05/2022 | 04/2024 |
| Lineberger Trading Company, Llc | Wilton | CT | 09/2019 | 03/2020 |
| Unemployed | Wilton | CT | 01/2022 | 04/2022 |
| The Prudential Insurance Company Of America | Shelton | CT | 08/2022 | 04/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 04/2024 | Present |
| Newtown Savings Bank | Newtown | CT | 04/2024 | Present |
1.) Cortes Benefit Consulting. COMPREHENSIVE MEDICARE PLANNING POSITION: Sales and marketing NATURE: Healthcare and Social Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2022 ADDRESS: 635 Ridgefield Road, Wilton CT 06897, United States DESCRIPTION: Sales, marketing and planning for medicare beneficiaries and their families
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-30 |
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