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Interactive Financial Advisors CRD 125117
$240M regulatory AUM 20 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-04-04 |
Branch Locations
171 Market Square Suite 112, Newington, CT 06111 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| The Paul Bosynak Co | Newington | CT | 11/2007 | Present |
| Brooklight Place Securities, Inc. | Newington | CT | 02/2013 | 01/2019 |
| Interactive Financial Advisors | Chicago | IL | 11/2016 | 11/2019 |
| Market Square Financial & Casualty | Newington | CT | 07/2019 | Present |
| Interactive Financial Advisors | Chicago | IL | 08/2020 | 07/2022 |
| Interactive Financial Advisors | New Lenox | IL | 04/2024 | Present |
1) NAME OF BUSINESS: MARKET SQUARE FINANCIAL & CASUALTY; NATURE OF BUSINESS: SALES & SERVICE OF FIXED INSURANCE; LOCATION: 171 MARKET SQUARE #112, NEWINGTON, CT 06111; TITLE: OWNER; START DATE: 7/1/2009; APPROXIMATE NUMBER OF HOURS PER MONTH: 30; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-05 |
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