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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-01-17 |
| MO | RA | APPROVED | 2018-01-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers & Investors Co., Inc. | Kansas City | KS | 08/2009 | 02/2017 |
| Invest Financial Corp | Tampa | FL | 02/2017 | 12/2017 |
| Infinex Investments, Inc. | Meriden | CT | 01/2018 | Present |
1.) Security Bank (Virtue Fianacial Advisers). Insurance sales. Starting Jan 2018. Approx 1 hour per month during trading hours. Commission sales. Agent. 2.) Trustee, Keelen Irrev. Trust. Broadmoor KS. Yes, Investment related. 82 year old Aunt's family trust. Started approx in 2015. Trustee duties, balance check book, dispense req funds, pay life Ins premium. Approx 5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-21 |
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