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Jay Russell Tibball

Commonwealth Financial Network

Glastonbury, CT

Cromwell, CT

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2011-09-30
  • CT RA
    APPROVED
    Since 2011-09-30

Branch Locations

200 Glastonbury Blvd Suite 101, Glastonbury, CT 06033 • United States

Cromwell, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Capital Advisors, Llc Glastonbury CT 09/2005 Present
Commonwealth Financail Network Waltham MA 09/2011 Present
  • 09/2005 → Present
    Heritage Capital Advisors, Llc
    Glastonbury, CT
  • 09/2011 → Present
    Commonwealth Financail Network
    Waltham, MA
Previous Registrations
  • 2005-09-07 → 2011-09-30
    Securities America Advisors, Inc.
    Glastonbury, CT
  • 2001-10-17 → 2005-09-09
    Commonwealth Financial Network
    Glastonbury, CT
Other Businesses

FIXED INSURANCE SALES, INSURANCE AGENT; INVESTMENT RELATED; CONDUCTED FROM BRANCH OFFICE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-15
S63 Uniform Securities Agent State Law Examination 1989-07-06
  • S65 Uniform Investment Adviser Law Examination
    1996-04-15
  • S63 Uniform Securities Agent State Law Examination
    1989-07-06
Designations

View on SEC IAPD

Other Firms

USI ADVISORS
USI SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
JANNEY MONTGOMERY SCOTT LLC
INTEGRATED WEALTH CONCEPTS LLC
CORNERSTONE PLANNING GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

Daniel Robert Casella
STUART SELLARS WALLACE
JOSEPH MICHAEL MATTIA
DENISE M OBRIEN
JOSEPH FRANK DEROSA
BINDU MUKUNDRAY PATEL
CHRISTOPHER JOHN MARTIN
SARAH J BRUNO

Other Offices

USI ADVISORS · GLASTONBURY, CT
USI SECURITIES, INC. · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Glastonbury, CT
CETERA INVESTMENT ADVISERS LLC · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · GLASTONBURY, CT
JANNEY MONTGOMERY SCOTT LLC · Glastonbury, CT
INTEGRATED WEALTH CONCEPTS LLC · GLASTONBURY, CT
CORNERSTONE PLANNING GROUP · Glastonbury, CT

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