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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 | 2026-03-24 |
| CT | RA | APPROVED | 2022-06-10 |
Branch Locations
180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cig Private Wealth Management | Glastonbury | CT | 09/2020 | 06/2022 |
| Commonwealth Financial Network | Watham | MA | 01/2021 | 06/2022 |
| The Breakfast Room | West Dennis | MA | 05/2020 | 08/2020 |
| Student | West Hartford | CT | 09/2002 | 05/2020 |
| Commonwealth Financial Network | Waltham | MA | 06/2022 | Present |
| Omnica Wealth | Glastonbury | CT | 06/2022 | Present |
1. Fixed insurance sales; Located at 180 Glastonbury Boulevard Suite 200 Glastonbury, CT 06033, as of 8/4/2022; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-21 |
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