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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-23
CT RA APPROVED 2013-11-20
  • FL RA
    APPROVED
    Since 2026-01-23
  • CT RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/1991 → Present
    Professional Benefits Group
    Glastonbury, CT
  • 11/2013 → Present
    Infinex Investments, Inc.
    Meriden, CT
  • 11/2013 → Present
    Investment Advisor Rep
    Glastonbury, CT
  • 11/1979 → Present
    Landlord
    Glastonbury, CT
Previous Registrations
  • 2004-03-26 → 2013-11-20
    Harvest Capital Advisors, Llc
    Wethersfield, CT
    Glastonbury, CT
Other Businesses

(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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-04-07
  • S63 Uniform Securities Agent State Law Examination
    1983-04-07
Designations

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