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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 2025-01-19
  • CT RA
    APPROVED
    Since 2025-01-19

Branch Locations

281 Farmington Avenue, Farmington, CT 06032 • United States

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
Connecticut Wealth Management Farmington CT 09/2024 Present
Lake View Restaurant Coventry CT 05/2015 08/2017
Central Connecticut University New Britain CT 08/2017 05/2023
Gannon Enterprises Llc Coventry CT 09/2015 01/2020
Chubb Insurance Waetogue CT 05/2023 09/2024
Coventry High School Coventry CT 08/2013 06/2017
  • 09/2024 → Present
    Connecticut Wealth Management
    Farmington, CT
  • 05/2015 → 08/2017
    Lake View Restaurant
    Coventry, CT
  • 08/2017 → 05/2023
    Central Connecticut University
    New Britain, CT
  • 09/2015 → 01/2020
    Gannon Enterprises Llc
    Coventry, CT
  • 05/2023 → 09/2024
    Chubb Insurance
    Waetogue, CT
  • 08/2013 → 06/2017
    Coventry High School
    Coventry, CT
Other Businesses

Cornicello Financial LLC / Managing Member / Budgeting consultant, Financial coaching / 50 Bellevue Drive, Coventry CT / not investment related / 10 hours per week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-23
  • S65 Uniform Investment Adviser Law Examination
    2024-12-23

View on SEC IAPD

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