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One Park Street, Guilford, CT 06437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burzenski & Co Pc | E. Haven | CT | 08/1983 | 12/2016 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 07/2000 | 04/2017 |
| Cetera Financial Advisers Llc | Schaumburg | IL | 12/2008 | 04/2017 |
| Ctma Holdings Llc Ctma Wealth Management | East Haven | CT | 01/2012 | 12/2020 |
| Ctma Holdings Llc Ctma Wealth Management | East Haven | CT | 04/2017 | 12/2020 |
| Abco Wealth Management | East Haven | CT | 07/2009 | 04/2017 |
| Abco Wealth Management | East Haven | CT | 07/2009 | 04/2017 |
| Burzenski & Co Pc | E. Haven | CT | 08/1983 | Present |
| Grey Ledge Advisors, Llc | Guilford | CT | 05/2021 | Present |
| Abco Wealth Management, Llc | East Haven | CT | 12/1999 | Present |
1. JOHN IS A LICENSED INSURANCE AGENT, ACTING IN AN INDIVIDUAL CAPACITY. APPROX. 10 HOURS/YR. NON-INVESTMENT RELATED. 2. NAME OF OTHER BUSINESS: BURZENSKI & CO PC; INVESTMENT RELATED: NO; ADDRESS: EAST HAVEN, CT; NATURE OF BUSINESS: CPA/ACCOUNTING FIRM; START DATE: 1/2014; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; POSITION/TITLE/RELATIONSHIP: CPA; BRIEF DESCRIPTION OF DUTIES: PREPARING TAX RETURNS AND OTHER ACCOUNTING DUTIES. 3. NAME OF OTHER BUSINESS: ABCO WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: EAST HAVEN, CT; NATURE OF BUSINESS: PASS-THROUGH ENTITY; START DATE: 12/1999; POSITION/TITLE/RELATIONSHIP: OWNER/ SINGLE MEMBER, LLC; RECEIVES TRAIL COMMISSIONS ON LTC, LIFE AND GROUP LIFE POLICIES; NO NEW BUSINESS IS WRITTEN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-20 |
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