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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-01-10 |
Branch Locations
1430 New Haven Road, Naugatuck, CT 06770 • United States
75 Tremont Street, Ansonia, CT 06401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Bank | Hamden | CT | 10/2018 | 10/2019 |
| Infinex Financial Group | Meriden | CT | 01/2017 | 10/2019 |
| Road Side Grill | Derby | CT | 05/2016 | 01/2017 |
| Citizens Bank | Hamden | CT | 10/2019 | 12/2020 |
| Citizens Securities Inc. | Hamden | CT | 10/2019 | 12/2020 |
| Citizens Securities, Inc. | Orange | CT | 01/2021 | 01/2022 |
| Infinex Investments, Inc. | Meriden | CT | 01/2022 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-28 |
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