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Damian E. Forbes

CIGNA BENEFITS FINANCING
Bloomfield, CT 06002
Some features on this profile are disabled
CRD#: 4675989
DF

Professional summary

Damian Eustan Forbes is a registered financial professional currently at CIGNA BENEFITS FINANCING, INC. located in Bloomfield, Connecticut.

Damian is registered as a RR (Registered Representative) and started their career in finance in 2003. Damian has worked at 4 firms and has passed the Series 63, Series 87, Series 7 and Series 28 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Damian Eustan Forbes's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 13, 2026 - Present

CIGNA BENEFITS FINANCING, INC.

Office #1: 900 Cottage Grove Road Wilde Building - A4col, Bloomfield, CT 06002
BD
CRD#: 153670
Bloomfield, CT
Past

April 19, 2006 - October 13, 2008

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

August 4, 2004 - February 17, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 23, 2003 - July 19, 2004

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 9/24/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 87
Date: 3/4/2005
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 9/22/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 28
Date: 4/13/2026
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CB
CIGNA BENEFITS FINANCING, INC.
CIGNA BENEFITS FINANCING, INC.

CRD#: 153670 / SEC#: , 8-68563

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
900 Cottage Grove Rd. Wilde Building-a4col, Bloomfield, CT 06002
Mailing Address
900 Cottage Grove Rd Wilde Building-a4col, Bloomfield, CT 06002
Phone number
(860) 226-9018
Established
Delaware since 02/12/2010
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CIGNA INVESTMENTS INC.OWNER
KOCAY, MICHAEL ROMANFINOP5821704
KRAUSS, JEFFREY JOSEPHCCO2630145
LABONTE, TRACY LYNDIRECTOR7674883
RUSSELL, DAVID ANDREWDIRECTOR6378251
SNOW, CHRISTOPHER SCOTTDIRECTOR5772680
WILLERTON, LAUREN GROSS MRSPRESIDENT/DIRECTOR3046690

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CIGNA BENEFITS FINANCING, INC.

CRD#: 153670Bloomfield, CT 06002

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