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1031 Route 32 Unit 10, Uncasville, CT 06382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-21 |
Branch Locations
1031 Route 32 Unit 10, Uncasville, CT 06382 • United States
1031 Norwich-New London Turnpike, Uncasville, CT 06382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca Greenville | Greenville | SC | 02/2017 | 05/2017 |
| Hannaford Bros | Plymouth | NH | 10/2019 | 10/2019 |
| Town Of Waterford | Waterford | CT | 07/2013 | 12/2021 |
| The Home Depot | Montville | CT | 09/2022 | 10/2022 |
| Powder - Boreal Mountain Resort | Soda Springs | CA | 02/2021 | 12/2023 |
| The Regional | West Palm Beach | FL | 07/2022 | 09/2022 |
| Greenville Technical College | Greenville | SC | 08/2016 | 05/2017 |
| Plymouth State University | Plymouth | NH | 08/2017 | 05/2020 |
| S&P Oyster Restraunt & Bar | Mystic | CT | 06/2018 | 08/2019 |
| Red36 | Mystic | CT | 08/2022 | 09/2022 |
| Fidelity Investments | Smithfield | RI | 10/2023 | 03/2025 |
| Strategic Advisors / Fidelity Investments | Boston | MA | 03/2025 | 07/2025 |
| Jabez Financial, Llc | Uncasville | CA | 01/2026 | Present |
| Unemployed | Oakdale | CA | 08/2025 | 12/2025 |
INSURANCE AGENT- INVESTMENT RELATED; CONNECTICUT; INSURANCE SALES, AGENT, 2025, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-04 |
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