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281 Farmington Avenue, Farmington, CT 06032-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-02-26 |
Branch Locations
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General Electric Corporate | Boston | MA | 07/2016 | 01/2017 |
| General Electric Oil And Gas | Billerica | MA | 01/2017 | 10/2017 |
| Baker Hughes | Minden | NV | 10/2017 | 10/2020 |
| Connecticut Wealth Management | Farmington | CT | 11/2020 | 12/2021 |
| Connecticut Wealth Management | Farmington | CT | 01/2022 | 01/2023 |
| Connecticut Wealth Management | Farmington | CT | 01/2023 | 01/2025 |
| Connecticut Wealth Management | Farmington | CT | 01/2025 | 01/2026 |
| Connecticut Wealth Management | Farmington | CT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-26 |
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