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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-02-08 |
Branch Locations
11 Westminster Street, Walpole, NH 03608 • United States
89 North Main Street, Concord, NH 03302 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc | Manchester | NH | 05/2014 | 03/2017 |
| Securities America Inc. | La Vista | NE | 03/2017 | 01/2023 |
| Securities America Advisors | La Vista | NE | 03/2017 | 01/2023 |
| Nhtrust | Concord | NH | 01/2023 | Present |
| Infinex Investments, Inc. | Meriden | CT | 01/2023 | Present |
1.) Secondary trustee to family member. Started Oct 2022. 0 hours per month. Appointed as the secondary trustee for aunt and uncle. Will only become active if both aunt and uncle deceased and cousin and cousin in law that are primary trustees are deceased. 2.) NH Trust. Yes, investment related. Appox 10 hours per month during trading hours. Relationship manager. Salary employee. 3.) Families in Transition. Not investment related. Nonprofit looking to prevent homelessness. Approx 3 hours petr month not during trading hours. Board member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-21 |
| S66 | Uniform Combined State Law Examination | 2001-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-26 |
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