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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-16 |
Branch Locations
20 Waterside Drive Suite 202, Farmington, CT 06032 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Alliance, Llc | Farmington | CT | 06/2023 | Present |
| American Senior Benefits | Farmington | CT | 05/2018 | Present |
| Unemployed | Farmington | CT | 05/2016 | 05/2018 |
1) New England Retirement Group; investment-related; 20 Waterside Dr, Suite 202, Farmington, CT 06032; Insurance sales; President/Managing partner; 10/20/2025; 10 hours per month; 0 hours during security hours; Managing insurance agents 2) American Senior Benefits; Noy investment Related; 20 Waterside Dr, Suite 202, Farmington, CT 06032; Retirement Planning and fixed insurance sales; Field Manager; 02/12/2018; 70 hours per month; 30 hours during security hours; helping individuals put together comprehensive retirement plans based on their personal goals and objectives including income planning, proper asset allocation, wealth management, Medicare, and long-term care planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-08 |
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