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Windsor, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 1994-08-24 |
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 |
|---|---|---|---|---|
| Financial Advantage Tax Services | Windsor | CT | 05/1995 | Present |
| Financial Advantage Insurance Co | Hartford | CT | 05/1995 | Present |
| Eleveld & Associates | Windsor | CT | 10/1996 | Present |
| The Financial Advantage Group, Llc | Hartford | CT | 08/1994 | Present |
| Securities Service Network | Windsor | CT | 02/2012 | 09/2020 |
| Securities America, Inc. | Windsor | CT | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Windsor | CT | 06/2024 | Present |
1. WINDSOR ROTARY CHARITABLE FUND, INC -Treasurer NATURE:Charitable Foundation in support of Windsor/Windsor Locks Rotary Club,local/international service club.INVEST RELATED:N #HRS:2 SEC TRADE HRS:1 START: 7/24/17- P.O. Box 11, Windsor CT 06095 - Treasurer &Member of Board of Directors. Provide Counsel as requested & required. 2.WINDSOR-WINDSOR LOCKS ROTARY CLUB -Treasurer & Board Member NATURE:Community Service Club associated with Rotary International. We do charitable works in community and worldwide. INVEST RELATED:N #HRS:6 SEC TRADE HRS:1 START:1/1/95-P.O. Box 11, Windsor CT 06095 - Treasurer &Member of Board of Directors and Sergeant at arms,arrange meeting locations &settlement of weekly costs, other duties I am asked to assist in. No financial duties. I have been asked to be member of Board of Directors of organization for 1 year term ending 07/21 3.ELEVELD AND ASSOCIATES -owner of sole proprietorship-business owns several websites for familial purposes #HRS 1 SEC TRADE HRS 1 -1/1/00 -880 Palisado Ave Windsor CT 06095 4. DBA - The Financial Advantage Group, LLC 5.WINDSOR, CT, TOWN COUNCIL -Elected Town Councilor -Windsor, CT, Town Council #HRS 8 -11/8/21-275 Broad St Windsor CT 06095 -member of elected Town Governance team or Town Council 6.WASHINGTON LODGE #70, AF & AM POSITION:Member/Volunteer NATURE: A fraternal organization INVESTMENT RELATED:No NUMBER OF HRS:2 SECURITIES TRADING HS:1 START DATE:10/15/1992 ADDRESS:153 Broad Street, PO Box 202, Windsor CT 06095 DESCRIPTION: Manage charitable works, ie. Blood Drives Widows Event& activities as needed 7.NOTARY PUBLIC POSITION:Notary Public NATURE:Notarization of Client and others' Documents, if appropriate. INVESTMENT RELATED:No NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:06/15/1980 ADDRESS:880 Palisado Avenue, Windsor CT 06095 DESCRIPTION:For KNOWN individuals I will Notarize documents at no cost to individual.I do not advertise this service 8.JUSTICE OF PEACE POSITION:Justice of Peace NATURE: Officiate weddings.INVESTMENT RELATED:No NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:01/01/2025 ADDRESS:880 Palisado Avenue, Windsor CT 06095 DESCRIPTION:Officiate at Weddings 9.CREC FOUNDATION, INC POSITION:Chairman of Board NATURE:Charitable Foundation INVESTMENT RELATED: No NUMBER OF HRS:1 SECURITIES TRADING HRS:1 START DATE:04/28/2014 ADDRESS:C/O Capitol Region Education Council, 111 Charter Oak Ave, Hartford6 CT 06106 DESCRIPTION:Member CREC Foundation Board of Directors. This position does not touch or handle monies of Org. CREC Foundation is associated with Capitol Region Education Council that has over 3,000 employees and an operational Financial Department that I am not involved in Recently elected to Chairman of Board, I run meeting and set agenda, professional staff manages organization 10.THE FINANCIAL ADVANTAGE GROUP, LLC (TFAG) D/B/A FINANCIAL ADVANTAGE TAX SERVICE (FATS) POSITION:Principal NATURE: Tax Preparation Services INVESTMENT RELATED:No NUMBER OF HRS:4 SECURITIES TRADING HRS:0 START DATE:10/15/1993 ADDRESS:880 Palisado Avenue, Windsor CT 06095 DESCRIPTION:We are doing less than 10 returns/ year for compensation 11.THE FINANCIAL ADVANTAGE GROUP, LLC (TFAG) D/B/A FINANCIAL ADVANTAGE INSURANCE AGENCY (FAIC) POSITION:Principal NATURE:CT licensed insurance agency INVESTMENT RELATED: Yes NUMBER OF HRS:5 SECURITIES TRADING HRS:0 START DATE:02/01/2004 ADDRESS:880 Palisado Avenue, Windsor CT 06095 DESCRIPTION: It is available to handle typically Straight(non variable/indexed) insurance products. Authorities: Life,Accident, Health, Sickness,Variable Life &Variable Annuity,CreditTravel 12.THE FINANCIAL ADVANTAGE GROUP, LLC (TFAG) D/B/A FINANCIAL ADVANTAGE ADVISORS COMPANY (FAAC) POSITION:Principal NATURE:CT State Registered Investment Advisor INVESTMENT RELATED:Yes NUMBER OF HRS:30 SECURITIES TRADING HRS:6 START DATE:10/15/1993 ADDRESS:880 Palisado Avenue, Windsor CT 06095 DESCRIPTION:state Registered Investment Advisory Firm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-20 |
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