Best Investors Account Sign in
Inactive

Brian James Gendron

Principle Wealth

Madison, CT

Claim This Profile
Current Employers
Principle Wealth

48 Wall Street, Madison, CT 06443 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-06-03
  • CT RA
    APPROVED
    Since 2025-06-03

Branch Locations

48 Wall Street, Madison, CT 06443 • 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
Principle Wealth Partners Llc Madison CT 01/2025 Present
Wells Fargo Bank Madison CT 12/2023 01/2025
Coldwell Banker Choice Properties Cohoes NY 10/2022 12/2023
Page Taft Compass Madison CT 12/2020 10/2022
Buildium Boston MA 07/2019 09/2020
University Of Massachusetts Amherst Amherst MA 09/2015 05/2019
  • 01/2025 → Present
    Principle Wealth Partners Llc
    Madison, CT
  • 12/2023 → 01/2025
    Wells Fargo Bank
    Madison, CT
  • 10/2022 → 12/2023
    Coldwell Banker Choice Properties
    Cohoes, NY
  • 12/2020 → 10/2022
    Page Taft Compass
    Madison, CT
  • 07/2019 → 09/2020
    Buildium
    Boston, MA
  • 09/2015 → 05/2019
    University Of Massachusetts Amherst
    Amherst, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-03
  • S65 Uniform Investment Adviser Law Examination
    2025-06-03

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Madison, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor