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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Richmond | VA | 06/1982 | Present |
| Provident Mutual | Berwyn | PA | 12/1997 | Present |
| First Bank Of Clewiston | Clewiston | FL | 01/1999 | Present |
| Infinex Investments, Inc. | Clewiston | FL | 12/2005 | Present |
1.) Hendry regional Medical Center foundation. Raises funds for the hospital. not investment related. Vice chairman on board. approx 1 hour per month not during trading hours. 2.) Rotary Club of Clewiston. Member - Asst -treasurer. Deposit dues. Approx 4 hours per month. Not investment related. 3.) Red Cross. Volunteer. not investment related. Approx 2 hours per month. 4.) Clewiston library. Not investment related. Advisory board member. Approx 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-06 |
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