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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-25 |
| CT | RA | APPROVED | 2023-11-06 |
Branch Locations
20 Realty Drive, Cheshire, CT 06410 • 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 |
|---|---|---|---|---|
| Unemployed | Hopedale | MA | 06/2016 | 12/2016 |
| Axa Advisors, Llc | New York | NY | 12/2016 | 05/2018 |
| Retirement Visions Llc | West Hartford | CT | 06/2018 | 09/2023 |
| Securities Service Network | West Hardford | CT | 08/2018 | 06/2020 |
| Ridgeline Financial Partners | Avon | CT | 06/2020 | 09/2023 |
| Kestra Investment Services, Llc | Avon | CT | 06/2020 | 09/2023 |
| Kestra Advisory Services, Llc | Avon | CT | 06/2020 | 09/2023 |
| Commonwealth Financial Network | Waltham | MA | 09/2023 | 04/2024 |
| Egidio Lennon Wealth Management, Llc | Cheshire | CT | 09/2023 | 04/2024 |
| Egidio Lennon Wealth Management, Llc | Cheshire | CT | 04/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-04 |
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