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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 2026-08-24
  • CT RA
    APPROVED
    Since 2026-08-24

Branch Locations

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
Ameriprise Financial Services, Llc Allentown PA 05/2025 07/2026
Town Of New Hartford New Hartford CT 05/2018 09/2022
Moravian University Bethlehem PA 06/2024 05/2025
Moravian University Bethlehem PA 08/2020 05/2025
Northwestern Regional #7 Winsted CT 08/2014 06/2020
Connecticut Wealth Management Farmington CT 08/2026 Present
  • 05/2025 → 07/2026
    Allentown, PA
  • 05/2018 → 09/2022
    Town Of New Hartford
    New Hartford, CT
  • 06/2024 → 05/2025
    Moravian University
    Bethlehem, PA
  • 08/2020 → 05/2025
    Moravian University
    Bethlehem, PA
  • 08/2014 → 06/2020
    Northwestern Regional #7
    Winsted, CT
  • 08/2026 → Present
    Connecticut Wealth Management
    Farmington, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-01
  • S66 Uniform Combined State Law Examination
    2026-06-01

View on SEC IAPD

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