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Current Employers
Connecticut Wealth Management, Llc

281 Farmington Avenue, Farmington, CT 06032-1911 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-02-11
  • CT RA
    APPROVED
    Since 2021-02-11

Branch Locations

281 Farmington Avenue, Farmington, CT 06032-1911 • 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
East Coast Elite League Guilford CT 09/2019 01/2020
Mb Sports Training Northford CT 05/2018 10/2020
Hockey East Association Wakefield MA 11/2014 Present
American Hockey League Springfield MA 10/2015 Present
Connecticut Wealth Management, Llc Farmington CT 10/2020 01/2023
Connecticut Wealth Management, Llc Farmington CT 01/2023 Present
  • 09/2019 → 01/2020
    East Coast Elite League
    Guilford, CT
  • 05/2018 → 10/2020
    Mb Sports Training
    Northford, CT
  • 11/2014 → Present
    Hockey East Association
    Wakefield, MA
  • 10/2015 → Present
    American Hockey League
    Springfield, MA
  • 10/2020 → 01/2023
    Farmington, CT
  • 01/2023 → Present
    Farmington, CT
Other Businesses

I am an on-ice official in the American Hockey League and Hockey East Association (NCAA). Payments received from these services are game fee payments, mileage reimbursements, and per diem when applicable.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-11
  • S65 Uniform Investment Adviser Law Examination
    2021-02-11
Designations

View on SEC IAPD

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