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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-05-04 |
Branch Locations
3466 North Valdosta Road, Suite A, Valdosta, GA 31602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Valdosta | GA | 05/1998 | 03/2017 |
| Commercial Banking Company | Valdosta | GA | 06/2017 | Present |
| Cetera Investment Servces Llc | St. Cloud | MN | 07/2017 | 04/2020 |
| Cetera Investment Advisers Llc | Valdosta | GA | 09/2017 | 04/2020 |
| Infinex Investments, Inc. | Meriden | CT | 05/2020 | Present |
1.) Valdosta Rotary Club, Charitable Fund Raising, Not investment related, Chairman of the Literacy Fund Committee, Start date 2016. 6 hours monthly. 6 hours devoted during market hours. 2.) Successor POA for Roma Jean Smith. Yes, investment related. It the current POAs are no longer able to act as POA, I will become POA for Mrs. Smith's (mother in law) financial affairs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-20 |
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