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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chesapeake Wealth Management | Kilmarnock | VA | 03/2014 | Present |
| Osaic Institutions, Inc. | Meriden | CT | 04/2022 | Present |
Chesapeake Wealth Management. Investment-related business. 97 N Main Street, Kilmarnock, VA 22482. Bank-trust company. Financial Consultant . March 2014. 160 hours/month. 136 trading hours/month. Support and assist with account management of trust and managed investment accounts. Handle day-to-day needs for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-23 |
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