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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| CT | RA | APPROVED | 2010-09-27 |
Branch Locations
20 Realty Drive, Cheshire, CT 06410 • United States
92 Wall Street Suite 101, Madison, CT 06443 • United States
2960 Post Road Suite 3A, Southport, CT 06890 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Egidio Financial Group | Cheshire | CT | 03/2008 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2008 | Present |
1. Egidio Lennon Wealth Management LLC; co-owner; entity created for securities business; investment related. 2. Fixed insurance sales conducted under the name Egidio Lennon Wealth Management LLC. Investment related and conducted from branch location. Investment related and conducted from branch location. 3. Sole Owner of operating company which facilitates payroll and payments for securities business; as of 01/01/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-29 |
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