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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-27
FL RA APPROVED 2026-02-13
CT RA APPROVED 1999-04-12
  • TX RA
    APPROVED_RES
    Since 2026-03-27
  • FL RA
    APPROVED
    Since 2026-02-13
  • CT RA
    APPROVED
    Since 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

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
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
  • 10/1989 → Present
    State Mutual Companies
    Glastonbury, CT
  • 02/1999 → Present
    Commonwealth Equity Services, Inc.
    Plantsville, CT
  • 12/1999 → Present
    Teachers Financial Advisory Services, Llc
    Plantsville, CT
  • 08/2005 → Present
    Egidio Lennon Wealth Management, Llc
    Cheshire, CT
Previous Registrations
  • 2001-09-18 → 2005-09-12
    Teachers Financial Advisory Services, Llc
    Plantsville, CT
  • 2001-09-18 → 2003-12-31
    Teachers Financial Advisory Services, Llc
    Plantsville, CT
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-12-21
S65 Uniform Investment Adviser Law Examination 1995-12-21
  • S63 Uniform Securities Agent State Law Examination
    1995-12-21
  • S65 Uniform Investment Adviser Law Examination
    1995-12-21
Other Names
  • Mark Joseph Egidio
  • Mark Joseph Egidio

View on SEC IAPD

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