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281 Farmington Avenue, Farmington, CT 06032-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
| CT | RA | APPROVED | 2018-01-16 |
Branch Locations
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Wealth Management, Llc | Farmington | CT | 01/2020 | 01/2023 |
| University Of Connecticut | Storrs | CT | 09/2013 | 05/2017 |
| University Of Connecticut - Recreation | Storrs | CT | 09/2014 | 05/2017 |
| Northwestern Mutual | West Hartford | CT | 06/2015 | 12/2016 |
| Connecticut Wealth Management, Llc | Farmington | CT | 08/2017 | 12/2019 |
| Connecticut Wealth Management, Llc | Farmington | CT | 01/2023 | 01/2026 |
| Connecticut Wealth Management | Farmington | CT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-16 |
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