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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-23 |
| CT | RA | APPROVED | 2013-11-20 |
Branch Locations
538 Preston Avenue, Meriden, CT 06450-4858 • UNITED STATES
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Glastonbury, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Benefits Group | Glastonbury | CT | 09/1991 | Present |
| Infinex Investments, Inc. | Meriden | CT | 11/2013 | Present |
| Investment Advisor Rep | Glastonbury | CT | 11/2013 | Present |
| Landlord | Glastonbury | CT | 11/1979 | Present |
(ACTIVITY #1)LANDLORD FOR 1 SINGLE FAMILY HOMES PERSONALLY OWNED SINCE 1979, 5 HOURS MONTH,3 HRS DURING MKT HRS,RECEIVE RENT. (ACTIVITY #2) PROFESSIONAL BENEFITS. GROUP INSURANCE SALES & SERVICES. YES, INVESTMENT RELATED. OWNER SINCE 1991. APPROX 15 HOURS PER MONTH. 10 HOURS DURING TRADING HOURS. (ACTIVITY #3) GARRY HELYER,SERVICING EXISTING FIXED ANNUITY CLIENTS,OWNER SINCE 1991. (ACTIVITY #4) Ariel Condominium Association. Administration, Not Investment related. On the BOD. Started March 2020. Approx 8 hours per month, 4 hours during trading hours. No compensation. Assistant Treasurer of the condo association (Activity #5) The Landing Yacht, Golf and Tennis Club. Operate and maintain the club's facilities. Director. Volunteer. Approx 10 hours per mont. Approx 5 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-04-07 |
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