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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| FL | RA | APPROVED | 2026-02-13 |
| CT | RA | APPROVED | 1999-04-12 |
Branch Locations
Delray Beach, FL • United States
92 Wall Street Suite 101, Madison, CT 06443 • United States
20 Realty Drive, Cheshire, CT 06410 • United States
2960 Post Road Suite 3A, Southport, CT 06890 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Mutual Companies | Glastonbury | CT | 10/1989 | Present |
| Commonwealth Equity Services, Inc. | Plantsville | CT | 02/1999 | Present |
| Teachers Financial Advisory Services, Llc | Plantsville | CT | 12/1999 | Present |
| Egidio Lennon Wealth Management, Llc | Cheshire | CT | 08/2005 | Present |
1. Egidio Lennon Wealth Management, LLC. as insurance agent selling fixed insurance products, spends time during market hours, conducted at branch, investment related. 2. MLE Properties Inc., President, director and owner of private real estate holding company that owns building where branch is located, spends 1% of time during market hours, conducted at branch, not investment related. 3. Egidio Financial, Inc., as President and 100% Owner of private entity created as operating company for securities, investment advisory and insurance business to pay office expenses, spends 1% of time during market hours, conducted at branch, investment related. 4. Egidio Lennon Wealth Management LLC., General Member and co-owner of private entity created as operating company for securities, investment advisory, and insurance business to pay business expenses, spends 1% of time during market hours, conducted at branch, investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-12-21 |
| S65 | Uniform Investment Adviser Law Examination | 1995-12-21 |
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