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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-29 |
Branch Locations
609 West Johnson Avenue Suite 305, Cheshire, CT 06410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobs Financial Partners | Glastonbury | CT | 11/2013 | 02/2020 |
| Voya Financial Advisors | Cheshire | CT | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: Independent Insurance Agent; Yes; 609 West Johnson Ave Unit 305; Meriden; CT; 6450; fixed insurance sales; Independent Insurance Agent; 11/15/2013; 3; 3; sales of fixed insurance products|NAME OF ENTITY:Jacobs Financial Partners; Yes; 609 West Johnson Avenue Unit 305; Cheshire; CT; 06410; Financial Services/dba; Investment Adviser Representative; 1/1/2020; 160; 160; Sale and Service Insurance, Securities and Investment products|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-01 |
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