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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-03 |
| CT | RA | APPROVED | 2013-11-20 |
Branch Locations
538 Preston Avenue, Meriden, CT 06450-4858 • UNITED STATES
538 Preston Avenue, Meriden, CT 06450-4858 • United States
31 Liberty St Unit 306, Southington, CT 06489 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rich Capital | Oxford | CT | 02/2007 | Present |
| Osaic Institutions, Inc. (Formerly Infinex Investments, Inc.) | Meriden | CT | 11/2013 | Present |
| Bomar Adventures, Llc | Oxford | CT | 01/2010 | Present |
(1) BOMAR ADVENTURES, LLC. Commercial real estate. Managing partner. started in 2009. MANAGE RENTAL Properties. 80% owner. Approx 4 hours per month not during trading hours. (2) Rich Capital Financial Services. Yes, investment related. Financial consulting. Co-owner, registered representative. Started 2006. Approx 160 hours per month. Approx 136 hours during trading hours. 3.) TAMMAT LLC 48 TRAM DR. OXFORD, CT 06478. REAL ESTATE. MANAGING MEMBER. OWNER. 0 HOURS PER MONTH. O DURING TRADING HOURS. 4.) Waterbury YMCA Endowment Fund. Endowment committee board. Not investment related. Board Member. Started November 2025. Consult and advise on endowment goals. No compensation. Approx 4 hours per month not during market hours. 5.) Torrey s. Crane Company. Not investment related. Board member. Started Jan 2026. Approx 1 hour per month not during trading hours. Solder company. Intermediary to help family members communicate during board meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-06 |
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