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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 | 2026-03-31 |
| CT | RA | APPROVED | 2021-08-20 |
Branch Locations
2960 Post Road Suite 3A, Southport, CT 06890 • United States
92 Wall Street Suite 101, Madison, CT 06443 • United States
20 Realty Drive, Cheshire, CT 06410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2016 | 10/2018 |
| Morgan Stanley Smith Barney Llc | New Haven | CT | 10/2018 | 08/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2018 | 08/2021 |
| Egidio Lennon Wealth Management, Llc | Trumbull | CT | 08/2021 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2021 | Present |
1. Owner, Munro Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 5/01/2022; 100% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 2/14/2024; 5% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-30 |
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