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95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-17 |
| TN | RA | APPROVED | 2017-09-28 |
Branch Locations
900 South Gay Street Suite 1796, Knoxville, TN 37902 • United States
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usi Consulting Group | Glastonbury | CT | 02/2017 | Present |
| Usi Advisors, Inc. | Glastonbury | CT | 02/2017 | 10/2018 |
| University Of Tennessee, Knoxville | Knoxville | TN | 08/2013 | 05/2017 |
| Usi Securities, Inc. | Glastonbury | CT | 12/2017 | Present |
| Usi Advisors, Inc. | Glastonbury | CT | 10/2018 | 05/2019 |
| Usi Advisors, Inc. | Glastonbury | CT | 05/2019 | 03/2021 |
| Usi Advisors, Inc. | Glastonbury | CT | 03/2021 | 09/2021 |
| Usi Advisors, Inc. | Glastonbury | CT | 09/2021 | 04/2025 |
| Usi Advisors, Inc. | Glastonbury | CT | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-25 |
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