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Kevin Barry Regan

Crionna Wealth LLC

Cheshire, CT

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Current Employers
Crionna Wealth Llc

30 Tower Lane Suite 200, Avon, CT 06001 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-08-19
  • CT RA
    APPROVED
    Since 2024-08-19

Branch Locations

30 Tower Lane Suite 200, Cheshire, CT 06001 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Investment Services, Llc Avon CT 01/2016 08/2024
Kestra Advisory Services, Llc Avon CT 04/2016 08/2024
Crionna Wealth Avon CT 08/2024 Present
  • 01/2016 → 08/2024
    Kestra Investment Services, Llc
    Avon, CT
  • 04/2016 → 08/2024
    Avon, CT
  • 08/2024 → Present
    Crionna Wealth
    Avon, CT
Previous Registrations
  • 2016-04-22 → 2024-08-21
    Avon, CT
  • 2016-03-31 → 2016-09-22
    Kestra Investment Services, Llc
    Avon, CT
    Austin, TX
  • 2015-09-30 → 2016-01-15
    Msi Financial Services, Inc.
    Shelton, CT
Other Businesses

Business Name: Connecticut Sports Management Group Investment Related: No Address: 975 Middle Street, Unit G Middletown CT 06457 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: I serve as a Board member for the organization Start Date: 10/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I attend quarterly Board meetings, and help to approve budgets, new business activities, and general operations of the non-profit association.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-30
  • S66 Uniform Combined State Law Examination
    2015-08-30
Designations
Other Names
  • Kevin Barry Regan
  • Kevin Barry Regan

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