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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-12 |
Branch Locations
2 Water Street, Mystic, CT 06355 • United States
273 Hebron Ave, Glastonbury, CT 06033 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 02/2014 | 11/2019 |
| Lpl Financial Llc | Cromwell | CT | 12/2019 | 08/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 08/2025 | Present |
1.) Chelsea Groton Bank. Yes, investment related. Financial Advisor - VP. Started August 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-23 |
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