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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2006-07-05 |
| RI | RA | APPROVED | 2006-07-05 |
Branch Locations
1319 Gold Star Highway, Groton, CT 06340 • United States
Holy Green Plaza - Route 2, North Stonington, CT 06359 • United States
2 Water Street, Mystic, CT 06355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Norwich | CT | 07/2006 | Present |
| Chelsea Groton Savings Bank | Norwich | CT | 07/2006 | Present |
1.) Young Living. Distribution of essential oils. Not investment related. Distributor. Started Oct 2017. Approx 1 hour per month not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-19 |
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