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Jared Colin Correa Petrizzi

Osaic Institutions, Inc.

West Lebanon, NH

Nashua, NH

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2018-10-03
NH RA APPROVED 2018-09-07
  • VT RA
    APPROVED
    Since 2018-10-03
  • NH RA
    APPROVED
    Since 2018-09-07

Branch Locations

83 N Main St, West Lebanon, NH 03784 • United States

Bar Harbor Bank And Trust 188 Main Street, Nashua, NH 03060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America, N.A. Norwalk NY 09/2015 08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Norwalk NY 09/2015 08/2018
Infinex Investments, Inc. West Lebanon NH 09/2018 Present
Bar Harbor Bank And Trust West Lebanon NH 09/2018 Present
  • 09/2015 → 08/2018
    Bank Of America, N.A.
    Norwalk, NY
  • 09/2015 → 08/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Norwalk, NY
  • 09/2018 → Present
    Infinex Investments, Inc.
    West Lebanon, NH
  • 09/2018 → Present
    Bar Harbor Bank And Trust
    West Lebanon, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-18
S63 Uniform Securities Agent State Law Examination 2014-02-07
  • S65 Uniform Investment Adviser Law Examination
    2015-08-18
  • S63 Uniform Securities Agent State Law Examination
    2014-02-07
Other Names
  • Jarea C Petrizzi

View on SEC IAPD

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LOUDON INVESTMENT MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRG INVESTMENT ADVISORS, LLC
ROUND TABLE INVESTMENT MANAGEMENT, LLC
FENWICK INVESTMENTS, LLC
EDWARD JONES

Other Investors

Scott Edward Beckman
EMILY LOUDON SANDS
JOHN JOSEPH SANDS
LYNN O'MEALIA
DOUGLAS MACGILVRAY LOUDON
JOHN CAPUTO
RALPH CAPUTO
KEITH D. LEWANDOSKI

Other Offices

CHARLES SCHWAB & CO., INC. · West Lebanon, NH
LOUDON INVESTMENT MANAGEMENT, LLC · WEST LEBANON, NH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WEST LEBANON, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · West LeBanon, NH
TRG INVESTMENT ADVISORS, LLC · White River Junction , VT
ROUND TABLE INVESTMENT MANAGEMENT, LLC · WEST LEBANON, NH
FENWICK INVESTMENTS, LLC · WHITE RIVER JUNCTION, VT
EDWARD JONES · LEBANON, NH

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