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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ciampi Tax | Cheshire | CT | 01/1990 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Ciampi Financial Services, Inc | Cheshire | CT | 12/2025 | 08/2026 |
| Ciampi Wealth Management | Cheshire | CT | 06/2026 | Present |
1) SELLS LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE; 2)CIAMPI TAX AND FINANCIAL SERVICES, LLC TAX PLANNING; 3) NAME OF OTHER BUSINESS: CIAMPI WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2026;, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: ST PAUL CATHOLIC HIGH SCHOOL, INVESTMENT RELATED: NO, ADDRESS: 1001STAFFORD AVE, BRISTOL, CT, 06010, NATURE OF BUSINESS: SCHOOL, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: BOD, VICE CHAIRMAN, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ASSIST IN THE DIRECTION AND MISSION OF THE SCHOOL; 5) NAME OF OTHER BUSINESS: ST PAUL CATHOLIC HIGH SCHOOL - ENDOWMENT INVESTMENT COMMITTEE, INVESTMENT RELATED: NO, ADDRESS: 1001STAFFORD AVE, BRISTOL, CT, 06010, NATURE OF BUSINESS: SCHOOL, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: BOD, VICE CHAIRMAN, APX NUMBER OF HOURS PER WEEK: 1, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROVIDE ASSET ALLOCATION AND INVESTMENT DIRECTION FOR THE SCHOOL'S ENDOWMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-13 |
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