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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-03-19 |
Branch Locations
10 North Main Street Suite 216, West Hartford, CT 06107 • United States
41 Mountain Rd, Suffield, CT 06078 • United States
Suffield, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2014 | 03/2021 |
| Commonwealth Financial Network | Waltham | MA | 03/2021 | Present |
| Innovative Wealth Managers | W. Hartford | CT | 03/2021 | Present |
1. Fixed insurance sales; as of 11/12/2020; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in Enfield, CT, as of 07/01/2013; Less than 1% of time spent during business hours; Not conducted at branch location; Investment related. 3. Owner, Migliozzi Financial Planning, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 03/18/2021; 95% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-10 |
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