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CRD 3180761
Osaic Institutions, Inc. CRD 35371
$6.49B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-14 |
| NJ | RA | APPROVED | 2016-02-16 |
Branch Locations
538 Preston Avenue, Meriden, CT 06450-4858 • United States
2435 Jericho Tpke, Garden City Park, NY 11040 • United States
74-25 Grand Avenue, Elmhurst, NY 11373 • United States
670 Mclean Avenue, Yonkers, NY 10704 • United States
230-22 Merrick Blvd, Laurelton, NY 11413 • United States
835 Atlantic Avenue, Baldwin, NY 11510 • United States
1010 Hempstead Tpke, Franklin, NY 11010 • United States
43-14 Ditmars Blvd, Astoria, NY 11105 • United States
65-01 Myrtle Avenue, Glendale, NY 11385 • United States
71-02 Forest Avenue, Ridgewood, NY 11385 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 01/2016 | Present |
1.) Ridgewood Savings Bank. Yes, investment related. Financial Consultant. Started Feb 2016. Approx 160 hours per month. Approx 137 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-17 |
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