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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-30 |
| TX | RA | APPROVED_RES | 2023-11-30 |
Branch Locations
9220 Park Meadows Drive, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellco Credit Union | Englewood | CO | 12/2014 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 12/2014 | 11/2023 |
| Osaic Investments, Inc | Meriden | CT | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-28 |
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