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29 South Main Street Suite 306, West Hartford, CT 06107-2417 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 1990-03-23 |
Branch Locations
29 South Main Street, Suite 306, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yhb Investment Advisors Inc | West Hartford | CT | 09/1989 | Present |
| Yhb Associates | West Hartford | CT | 11/1989 | Present |
| Youell Haviland Bliss | Farmington | CT | 11/1989 | Present |
| Yhb Pension Investment Services, Llc | Farmington | CT | 12/2007 | Present |
YHB RETIREMENT SERVICES, LLC 29 SOUTH MAIN STREET, SUITE 306 WEST HARTFORD, CT 06107 INVESTMENT RELATED BUSINESS VICE PRESIDENT AND OWNER SINCE 3/98 # OF HOURS PER MONTH: 5 BOARD OF DIRECTORS AND QUALIFIED PLAN CONSULTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1989-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-16 |
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