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2 Schooner Ln Suite 1-12, Milford, CT 06460 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-10 |
| CT | RA | APPROVED | 2022-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Annuities Distributors, Inc. | Shelton | CT | 07/2020 | 09/2021 |
| Prudential Annuities Distributors, Inc. | Shelton | CT | 09/2021 | 10/2022 |
| Accurate Claims Solutions | Wallingford | CT | 01/2012 | 01/2017 |
| Quinnipiac University | Hamden | CT | 06/2016 | 12/2016 |
| Connecticut Capital Management Group, Llc | Milford | CT | 10/2022 | Present |
| Prudential Annuities Distributors, Inc. | Shelton | CT | 01/2017 | 07/2020 |
Jordan Christopher Marino a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Connecticut Capital Management Group, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Connecticut Capital Management Group, LLC in their capacity as a licensed insurance agent. Jordan Christopher Marino is a Board Member at CFA Society Hartford Board Member; Not Investment Related; P.O. Box 211 Granby CT 06035; Responsibilities include Collaboration, voting; Start date: 2025-05-06; 10 Hours per month, none during trading hours; no compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-13 |
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