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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-16 |
Branch Locations
185 Asylum St 25Th Floor, Hartford, CT 06103 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marcum, Llp | West Hartford | CT | 06/2018 | 10/2024 |
| Marcum Wealth Management, Llc | West Hartford | CT | 06/2018 | 07/2020 |
| Marcum Wealth, Llc | Mayfield Village | OH | 07/2020 | 05/2025 |
| Cbiz, Inc | Hartford | CT | 11/2024 | Present |
| Wealth Enhancement Group | Hartford | CT | 05/2025 | Present |
| Wealth Enhancement Advisory Services | Hartford | CT | 05/2025 | Present |
| Filomeno & Co Pc | West Hartford | CT | 05/1978 | 06/2018 |
SARA-SEA ASSOCIATION, INC - SARASOTA, FL - TREASURER - 2 HOURS PER MONTH, 1 HOUR DURING TRADING HOURS SOUTH MAIN REALTY, LLC - WEST HARTFORD, CT - MANAGER - COMMERICAL REAL ESTATE - 5 HOURS PER MONTH, 4 HOURS DURING TRADING HOURS DJF IRREVOCABLE FAMILY TRUST - TRUSTEE - LESS THAN 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-24 |
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