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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usi Advisors, Inc. | Glastonbury | CT | 03/2014 | 05/2022 |
| Usi Consulting Group | Glastonbury | CT | 08/2013 | 08/2017 |
| Usi Consulting Group | Glastonbury | CT | 08/2017 | 05/2022 |
| Securities America, Inc. | Windsor | CT | 08/2022 | 06/2024 |
| Arbor Point Advisors | Windsor | CT | 01/2023 | 11/2024 |
| Osaic Wealth, Inc. | Windsor | CT | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. FIRST PRESBYTERIAN CHURCH OF HARTFORD POSITION: Trustee NATURE: Religious Organization Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 136 Capitol Avenue, Hartford CT 06106, United States DESCRIPTION: Overseeing operations of the church and reporting to the Session (governing body) together with other trustees. No decision making authority or access to funds/investments of the church.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-14 |
| S65 | Uniform Investment Adviser Law Examination | 2014-03-24 |
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