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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-27 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
20 Waterside Drive Suite 202, Farmington, CT 06032 • United States
10 Waterside Drive Suite 104, Farmington, CT 06032 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Farmington | CT | 08/2010 | 09/2022 |
| Brokers International Financial Services | Farmington | CT | 09/2022 | Present |
1) Fobar Corp; Not investment related; 227 Huckleberry Hill Rd, Avon, CT 06001; Commerical Real Estate; Owner; 01/01/1999; 0 hours per month; 0 hours during trading hours; collect rent on small commerical property 2) The Foschini Group LLC; Not Investment related; 10 Waterside Dr, Suite 104, Farmington, CT 06001; DBA for securities business; President; 07/01/2008; 10 hours per month; 10 hours during security hours; Sales of securities and fixed insurance products. 3) American insurance group LLC; Not investment related; 10 Waterside Dr, Suite 104, Farmington, CT 06001; Property and Casuality insurance; Partner/ part owner; 03/01/2018; 1 hour per month; 1 hour during security hours; Property and Casuality insurance sales 4) American Senior Benefits; Not Investment related; 10 Waterside Dr, Suite 104, Farmington, CT 06001; Fixed Insurance sales; Regional Sales Manager; 07/01/2008; 30 hours per month; 30 hours during security hours; Fixed Insurance sales, health care, P&C, manage 50 non-registered reps 5) Integrity Marketing; not investment related; 10 Waterside Dr, Suite 104, Farmington, CT 06001; Runs the Foshcini Group; managing partner; 12/23/2021; 30 hours per month; 30 hours during security hours; runs the Foschini Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-18 |
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