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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-04 |
Branch Locations
6250 Topanga Canyon Blvd., #1530, Woodland Hills, CA 91367 • United States
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 |
|---|---|---|---|---|
| Sagepoint Financial | Valley Glen | CA | 09/2012 | 01/2018 |
| Lpl Financial Llc | Woodland Hills | CA | 01/2018 | 05/2022 |
| Financial Partners Credit Union | Woodland Hills | CA | 01/2018 | Present |
| Infinex Investments, Inc. | Meriden | CT | 05/2022 | Present |
1. 03/07/2019 - AmeriEstate Legal Plan - investment related - At reported business location(s) - Prepaid Legal - start date:01/02/2018 - 3 hrs/mo -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-06 |
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