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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-06-25 |
| MA | RA | APPROVED | 2020-01-30 |
Branch Locations
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Tolland, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Danielson | CT | 02/2016 | 09/2016 |
| Key Investment Services Llc | Manchester | CT | 09/2016 | 04/2017 |
| Key Investment Services Llc | Manchester | CT | 04/2017 | 11/2019 |
| Infinex Investments, Inc. | Meriden | CT | 01/2020 | Present |
1.) Notary Public. services provided to bank customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-12 |
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