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95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-11 |
Branch Locations
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • USA
9394 West Dodge Street Suite 250, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc | Greenwood Village | CO | 02/2016 | 05/2018 |
| Principal Life Insurance Co | Des Moines | IA | 05/2018 | 12/2019 |
| Principal Securities Inc | Des Moines | IA | 06/2018 | 12/2019 |
| Insource Benefits Group | Lavista | NE | 12/2019 | 09/2021 |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2020 | 09/2021 |
| Ameritas Life Insurance Corp. | Lincoln | NE | 01/2020 | 09/2021 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 09/2021 | 06/2024 |
| Usi Consulting Group | Glastonbury | CT | 06/2024 | Present |
| Usi Securities | Glastonbury | CT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-05 |
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