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402 Central Street, Franklin, NH 03235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-02-22 |
| NH | RA | APPROVED | 2018-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Savings Bank (Independence Financial Advisors) | Franklin | NH | 06/2015 | Present |
| Infinex Investments, Inc. | Meriden | CT | 06/2015 | 09/2018 |
Mr. D'Italia is also employed by Consolidated Life Producers, which is located at 33 Main Street, Suite 201, Nashua, NH 03064. He has worked for this company since 2015. Consolidated Life Producers provides fixed annuities and fixed life insurance products. In this role he assists and advises clients on fixed annuities and fixed life insurance products. Mr. D'Italia allocates less than ten percent (10%) of his time to insurance activities. Mr. D'Italia anticipates being able to devote his full attention to both Independence Financial Advisors and Consolidated Life Producers during the work day. He will always be able to assist either business; however, on any given day the amount of time he dedicates to each business will vary based on the needs of the business and his clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-09 |
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