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Janet Lynn Mooney

Usi Securities, Inc.

Glastonbury, CT

Dallas, TX

Usi Advisors

Dallas, TX

Glastonbury, CT

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Current Employers
Usi Securities, Inc.

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-08
  • TX RA
    APPROVED
    Since 2026-07-08

Branch Locations

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • USA

14241 Dallas Pkwy Ste 700, Dallas, TX 75254 • United States

Usi Advisors

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-08
  • TX RA
    APPROVED
    Since 2026-07-08

Branch Locations

14241 Dallas Pkwy Ste 700, Dallas, TX 75254 • United States

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • 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
Lincoln Financial Advisors Prosper TX 06/2016 05/2024
Lincoln Financial Distributors, Inc. Fort Wayne IN 05/2024 06/2026
Simplicity Investments Summit NJ 01/2026 06/2026
Usi Consulting Group Glastonbury CT 06/2026 Present
Usi Securities Glastonbury CT 06/2026 Present
Usi Advisors Glastonbury CT 06/2026 Present
  • 06/2016 → 05/2024
    Lincoln Financial Advisors
    Prosper, TX
  • 05/2024 → 06/2026
    Lincoln Financial Distributors, Inc.
    Fort Wayne, IN
  • 01/2026 → 06/2026
    Simplicity Investments
    Summit, NJ
  • 06/2026 → Present
    Usi Consulting Group
    Glastonbury, CT
  • 06/2026 → Present
    Usi Securities
    Glastonbury, CT
  • 06/2026 → Present
    Usi Advisors
    Glastonbury, CT
Previous Registrations
  • 2026-01-05 → 2026-07-09
    Tlg Advisors, Inc.
    Prosper, TX
    Summit, NJ
  • 2016-06-14 → 2024-05-08
    Osaic Fa, Inc.
    Prosper, TX
    Fort Wayne, IN
    Prosper, TX
    Prosper, TX
    Fort Wayne, IN
  • 2015-08-07 → 2016-05-18
    Edward Jones
    Prosper, TX
    St Louis, MO
    Prosper, TX
    Frisco, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-12
S63 Uniform Securities Agent State Law Examination 2014-03-21
  • S66 Uniform Combined State Law Examination
    2015-06-12
  • S63 Uniform Securities Agent State Law Examination
    2014-03-21
Other Names
  • Janet Lynn Rubsamen
  • Janet Lynn Chesarek
  • Janet Lynn
  • Janet Lynn Rebholtz

View on SEC IAPD

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