Benjamin James Veglas

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2025-07-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	Smithfield	RI	12/2021	01/2024
Albertos Pub & Pizza	Norton	MA	07/2021	11/2021
Quinnipiac University	Hamden	CT	08/2019	05/2021
Conley & Wood Cpas	South Easton	MA	05/2019	08/2019
Quinnipiac University	Hamden	CT	08/2018	05/2019
Prw Wealth Management	Quincy	MA	05/2018	08/2018
Quinnipiac University	Hamden	CT	08/2017	05/2018
Toys R Us	Wrentham	MA	06/2017	08/2017
Quinnipiac University	Norton	MA	08/2016	05/2017
The Patriot Financial Group Insurance Agency, Llc	West Warwick	RI	01/2024	07/2025
Ivy Wealth Management	West Warwick	RI	01/2024	07/2025
Summit Financial, Llc	Parsippany	NJ	07/2025	Present

12/2021 → 01/2024

Fidelity Investments

Smithfield, RI
07/2021 → 11/2021

Albertos Pub & Pizza

Norton, MA
08/2019 → 05/2021

Quinnipiac University

Hamden, CT
05/2019 → 08/2019

Conley & Wood Cpas

South Easton, MA
08/2018 → 05/2019

Quinnipiac University

Hamden, CT
05/2018 → 08/2018

Prw Wealth Management

Quincy, MA
08/2017 → 05/2018

Quinnipiac University

Hamden, CT
06/2017 → 08/2017

Toys R Us

Wrentham, MA
08/2016 → 05/2017

Quinnipiac University

Norton, MA
01/2024 → 07/2025

The Patriot Financial Group Insurance Agency, Llc

West Warwick, RI
01/2024 → 07/2025

Ivy Wealth Management

West Warwick, RI
07/2025 → Present

Summit Financial, Llc

Parsippany, NJ

2024-02-28 → 2025-07-08

The Patriot Financial Group, Llc

Walpole, MA

West Warwick, RI
2023-02-22 → 2024-01-17

Fidelity Personal And Workplace Advisors

Smithfield, RI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-14
S63	Uniform Securities Agent State Law Examination	2022-04-04