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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc | Meriden | CT | 01/2016 | 12/2022 |
| Mechanics Bank | Mansfield | OH | 01/2016 | 12/2022 |
| Mechanics Bank | Mansfield | OH | 12/2022 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 12/2022 | Present |
| Cetera Investment Advisers Llc | Mansfield | OH | 12/2022 | Present |
PRIVATE BANKER AT MECHANICS BANK, PROVIDING ASSISTANCE TO CLIENTS OPENING TRADITIONAL BANKING DEPOSIT ACCOUNTS
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