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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-09-06 |
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 |
|---|---|---|---|---|
| Southern Bank & Trust | Ahoskie | NC | 05/2010 | Present |
| Infinex Investments, Inc. | Ahoskie | NC | 09/2011 | Present |
1.) AGENT FOR VARIOUS INSURANCE CARRIERS, INVESTMENT RELATED, APPROX., 4 HOURS PER MONTH. ONE HR/MO DURING MARKET TRADING HOURS FRANK C JONES JR 106 DOGWOOD CT WINTON, NC 27986 HEALTH INSURANCE RENEWALS OWNER START DATE 1991 ALL SERVICE RELATED - NO NEW BUSINESS 2.) Southern Bank. Yes, investment related. Started Jan 2024. Financial Advisor Referral Program. 1% increase in grid payout if meet referral goal. Refer business to Southern Bank partners. 3.) Frank Jones Insurance sell (Medicare supplement) . Started in 1997. Approx 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
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