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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
8820 Wilshire Blvd Suite 100, Beverly Hills, CA 90211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Bank | Beverly Hills | CA | 01/2016 | Present |
| First Brokerge America Llc | Beverly Hills | CA | 04/2016 | 01/2017 |
| Infinex Investments, Inc | Meriden | CT | 01/2017 | Present |
1.) First bank. banking. yes, Investment related. 2.) E Education elevated defined benefit pension plan (Zachary Westphal). 2020 - share revenue with pension plan administrator. Aprox 10 - 20 hours during trading hours. 3.) Pink Flamingos & Red Onions LLC dba Aunt Eleanor's. Not investment related. Delicatessen restaurant. Owner/investor. starts in June 2025. Approx 5 hours per month not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-08 |
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