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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-12 |
Branch Locations
107/111 North Market Street, Waverly, OH 45690 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Chillicothe | OH | 05/2018 | 03/2023 |
| Roosters-- We Be Wings, Llc | Chillicothe | OH | 09/2015 | 10/2017 |
| Ohio University | Chillicothe | OH | 08/2015 | 12/2018 |
| Compass Investment Group | Chillicothe | OH | 03/2023 | 07/2023 |
| Raymond James Financial Services, Inc. | Chillicothe | OH | 03/2023 | 07/2023 |
| Raymond James Financial Services Advisors, Inc. | Chillicothe | OH | 03/2023 | 07/2023 |
| Infinex Investments, Inc. | Meriden | CT | 09/2023 | Present |
| First National Bank Of Waverly | Waverly | OH | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-30 |
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