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INFINEX HISTORY & OWNERSHIP 

Who is in the Driver's Seat at Your Broker-Dealer?

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Infinex Financial Group was formed in 1993 by several community banks, in collaboration with the Connecticut Bankers Association (CBA). To this day, Infinex is owned by a group of banks and state banking associations, with no dividend distributions.

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Helping you gather and retain assets in the bank and credit union channel is what we do, each and every day. There are no competing agendas.

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Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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