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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-06-13 |
| CT | RA | APPROVED | 2016-06-07 |
Branch Locations
1336 East Main Street, Meriden, CT 06450 • United States
200 Silver St, Suite 212, Agawam, MA 01001 • 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 |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 05/2016 | Present |
| United Bank | Westfield | MA | 05/2016 | 11/2019 |
| Ion Bank | Manchester | CT | 11/2019 | Present |
1.) Ion Bank. Banking. Started 11/2019. Yes, investment related. Approx 160 hours per month. Approx 136 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-20 |
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