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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-04-01 |
Branch Locations
98 Washington St., Middletown, CT 06457 • United States
701 Hebron Ave, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | West Hartford | CT | 05/2017 | 03/2019 |
| Egidio Assante Wealth Management | Cheshire | CT | 05/2016 | 04/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2019 |
| Commonwealth Financial Network | Waltham | MA | 04/2019 | Present |
| Egidio Assante Wealth Management | Cheshire | CT | 04/2019 | Present |
| Atlantic Wealth Advisors, Llc | Glastonbury | CT | 05/2022 | Present |
Fixed insurance sales, as an Agent; As of 04/01/2019; 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 | 2017-10-12 |
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