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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-05-15 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
2 Trap Falls Rd Suite 410, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Benefits | Shelton | CT | 01/2018 | Present |
| Bankers Life | Milford | CT | 09/2016 | 01/2018 |
| Brokers International Financial Services | Shelton | CT | 05/2023 | Present |
American Senior Benefits; Not investment related; 6 Research Dr, Suite 401, Shelton, CT 06484; Fixed Insurance; Agent; 01/18/2018; 160 hours per month; 120 hours during security hours; fixed insurance sales and retirement planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
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