Brittany Nicole Squires

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 10/2019
  United Bank
  Hamden, CT
• 01/2017 → 10/2019
  Infinex Financial Group
  Meriden, CT
• 05/2016 → 01/2017
  Road Side Grill
  Derby, CT
• 10/2019 → 12/2020
  Citizens Bank
  Hamden, CT
• 10/2019 → 12/2020
  Citizens Securities Inc.
  Hamden, CT
• 01/2021 → 01/2022
  Citizens Securities, Inc.
  Orange, CT
• 01/2022 → Present
  Infinex Investments, Inc.
  Meriden, CT

Previous Registrations

• 2020-12-22 → 2022-01-04
  Citizens Securities, Inc.
  Woodbridge, CT
  Orange, CT
  Hamden, CT
  Deep River, CT
  Johnston, RI
  Milford, CT

Other Businesses

1.)Notary Public. Zero Compensation. Start date: 04/30/2019. 2.) ION Investments. Bank. Yes, investment related. Started March 2023. Financial Planning. Approx 160 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-19
• S63 Uniform Securities Agent State Law Examination
  2019-05-28