Constance A Velander

$2.39B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

20 William St Suite 135, Wellesley, MA 02481 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2022-01-07

Branch Locations

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

Organization	City	State	From	To
Guardian Life Insurance Co Of America	Hamden	CT	02/2018	07/2018
Park Avenue Securities, Llc	Hamden	CT	11/2017	01/2018
Madison Investment Center	Madison	CT	07/2014	10/2017
Guardian Life Insurance	Madison	CT	10/2017	01/2018
Park Avenue Securities	Madison	CT	02/2018	07/2018
Axa Advisors, Llc	New York	NY	08/2018	06/2020
Equitable Advisors, Llc	New York	NY	08/2018	03/2021
Washington Trust Company Of Westerly	New Haven	CT	03/2021	01/2022
Washington Trust Advisors, Inc.	New Haven	CT	01/2022	Present
Weston Securities Corporation	Wellesley	MA	01/2022	09/2022

2018-08-20 → 2021-03-15

Equitable Advisors, Llc

Shelton, CT
2018-01-12 → 2018-08-07

Park Avenue Securities Llc

Hamden, CT

New Haven, CT
2011-06-09 → 2014-06-30

Nova Financial Services

Tucson, AZ
2010-05-03 → 2011-01-25

Chase Investment Services Corp.

Tucson, AZ

Tucson, AZ
2008-09-10 → 2010-03-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tucson, AZ
2007-06-14 → 2008-08-28

Citigroup Global Markets Inc.

Guilford, CT

New Haven, CT

NAME OF ENTITY: DESIGNATION - CDFA TYPE OF BUSINESS: FINANCIAL ADVISE FOR DIVORCEES POSITION: CONSULTANT NON-INVESTMENT RELATED

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2018-01-06
S65	Uniform Investment Adviser Law Examination	2017-01-02
S66	Uniform Combined State Law Examination	2007-05-15

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