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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-22 |
| KS | RA | APPROVED | 2018-01-02 |
| MO | RA | APPROVED | 2018-01-02 |
Branch Locations
1021 Sam Walton Lane, Lee's Summit, MO 64086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers & Investors Co., Inc | Kansas City | KS | 09/2007 | 01/2017 |
| Invest Financial Corp | Tampa | FL | 02/2017 | 12/2017 |
| Infinex Investments, Inc. | Meriden | CT | 01/2018 | Present |
| Virtue Financial Advisors, Llc | Lees Summit | MO | 05/2017 | Present |
Virtue Financial Advisors, LLC; investment related; agent - start date 5/20/2017; 1021 NE Sam Walton Ln. Lee's Summit, MO 64086; fixed insurance (non-FIA), annuity & medicare supplements; 10 hours per month, 10 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-18 |
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