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100 Great Meadow Road Suite 502, Wethersfield, CT 06109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-03-19 |
| CT | RA | APPROVED | 2018-03-15 |
Branch Locations
100 Great Meadow Road Suite 502, Wethersfield, CT 06109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Hartford | CT | 08/2010 | 01/2017 |
| Unemployed | Glastonbury | CT | 08/2017 | 03/2018 |
| Independent Financial Group | San Diego | CA | 06/2017 | 08/2017 |
| Receiving Severance From Prior Employer | Glastonbury | CT | 01/2017 | 06/2017 |
| Jb Capital, Llc | Wethersfield | CT | 03/2018 | Present |
| Jn Financial | Whethersfield | CT | 03/2018 | Present |
1) Incorporator for the New Britain Boys & Girls Club. NO commissions or economic benefit is derived from this position 2) Started 03/2018. Sale of life insurance and fixed annuities through affiliated insurance company, JN Financial, 100 Great Meadow Road, Wethersfield, CT 06109. Insurance agent. Approximately 80 hours per month during securities trading hours. Not investment related. Sales are commission based.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-11 |
| S66 | Uniform Combined State Law Examination | 2004-02-25 |
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