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Joseph Lorenzo

Osaic Institutions, Inc.

Meriden, CT

Meriden, CT

Meriden, CT

Burlington, VT

Barre, VT

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Current Employers
Osaic Institutions, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2015-08-31
  • CT RA
    APPROVED
    Since 2015-08-31

Branch Locations

538 Preston Avenue, Meriden, CT 06450-4858 • UNITED STATES

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

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

116 Church Street, Burlington, VT 05401 • United States

289 North Main Street, Barre, VT 05641-4171 • 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
Infinex Investments, Inc. Meriden CT 08/2015 Present
  • 08/2015 → Present
    Infinex Investments, Inc.
    Meriden, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-16
  • S66 Uniform Combined State Law Examination
    2015-07-16
Other Names
  • Joseph Lorenzo
  • Joe Lorenzo

View on SEC IAPD

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JENNIFER MARIE Campbell
JOHN M CHIPELO

Other Offices

OSAIC INSTITUTIONS, INC. · MERIDEN, CT
CETERA INVESTMENT ADVISERS LLC · MERIDEN, CT
BROOKSTONE WEALTH ADVISORS, LLC · Meriden, CT
LPL FINANCIAL LLC · MERIDEN, CT
OSAIC INSTITUTIONS, INC. · meriden, CT
1.21 GIGAWATTS MANAGEMENT COMPANY LLC · MIDDLETOWN, CT
CWM, LLC · Wallingford, CT
SENTINEL ASSET MANAGEMENT, LLC · WALLINGFORD, CT

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