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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CT | RA | APPROVED | 2019-02-11 |
Branch Locations
1000 Bridgeport Avenue, Suite 507, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ge Capital | Norwalk | CT | 04/2013 | 11/2016 |
| Dimatteo Financial | Shelton | CT | 11/2016 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 11/2016 | Present |
| Esposito Wealth Management | Shelton | CT | 07/2025 | Present |
1. Fixed insurance sales; as of 08/08/2017; approximately 5% time spent during securities trading hours per month; conducted at branch location; investment related. 2. Tax preparation; as of 08/08/2017; approximately 50% time spent (tax season) during securities trading hours per month; conducted at branch location; not investment related. 3. Presenter with Huntington Branch Library teaching financial literacy; Located at 41 Church St., Shelton, CT 06484; As of 06/10/2024; Less than 2% of time spent during business hours; Not conducted at branch location; Not investment related. 4. Owner, Esposito Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 07/31/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-12 |
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