Best Investors Account Sign in
Current Employers
Connecticut Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-29
  • CT RA
    APPROVED
    Since 2025-01-29

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
University Of Connecticut Storrs CT 09/2020 05/2024
Fairfield Warde High School Fairfield CT 09/2016 05/2020
X-Golf Stratford CT 08/2024 09/2024
Unemployed Fairfield CT 06/2020 08/2020
  • 09/2024 → Present
    Connecticut Wealth Management
    Farmington, CT
  • 09/2020 → 05/2024
    University Of Connecticut
    Storrs, CT
  • 09/2016 → 05/2020
    Fairfield Warde High School
    Fairfield, CT
  • 08/2024 → 09/2024
    X-Golf
    Stratford, CT
  • 06/2020 → 08/2020
    Unemployed
    Fairfield, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-27
  • S65 Uniform Investment Adviser Law Examination
    2024-12-27

View on SEC IAPD

More in Farmington, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor