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3 Enterprise Drive Fourth Floor, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2017-01-03 |
| CT | RA | APPROVED | 2014-03-10 |
Branch Locations
Granthan, NH • United States
3 Enterprise Drive Fourth Floor, Shelton, CT 06484 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2015-09-10 |
| CT | RA | APPROVED | 2014-03-10 |
Branch Locations
3 Enterprise Drive Suite 401, Shelton, CT 06484 • United States
2 Greensward Drive, Grantham, NH 03753 • United States
Grantham, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investmark Advisory Services, Inc. | Stratford | CT | 02/2014 | 01/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2014 | Present |
| Investmark Advisory Group Llc | Shelton | CT | 01/2017 | Present |
1. Fixed insurance sales, as of 2000, 20% of time spent during business hours, Investment related, at branch location. 2. Investmark Advisory Group, LLC. - registered investment adviser offering asset management and financial planning services for a fee; investment related. 3. Douglas Kerr; life settlement broker; investment related; conducted at branch location; correspond with centers of influence and potential clients regarding life settlements; 3 to 4 times a year. 4. Kerr and Company LLC; owner; as of 06/27/2016, 98% of time spent during business hours, securities related; performed at branch 5. Commonwealth Financial Network; registered rep/advisory rep; investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-22 |
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