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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-16 |
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 |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 12/2010 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2010 | 05/2022 |
| Lpl Financial Llc | Middletown | NY | 05/2022 | 12/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 12/2025 | Present |
| Rhinebeck Bank | Rhinebeck | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-27 |
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