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195 West Main Street Suite 7, Avon, CT 06001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2008-12-01 |
Branch Locations
195 West Main Street Suite 7, Avon, CT 06001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Del Gallo Financial Services, Llc | Avon | CT | 12/1999 | Present |
1. Leonard J. Del Gallo Jr. is LICENSED IN CT. AND OTHER STATES AS AN AGENT with lines of authority covering LIFE, ACCIDENT and HEALTH, CREDIT, TRAVEL INSURANCE. Leonard J. Del Gallo Jr. is a CERTIFIED FINANCIAL PLANNER CERTIFICANT and MASTER PLANNER ADVANCED STUDIES. DEL GALLO FINANCIAL SERVICES, LLC IS AN INSURANCE AGENCY WITH LEONARD J. DEL GALLO JR AS THE MANAGING MEMBER/START DATE 11/1/1999/ 0-10 HOURS PER MONTH - INSURANCE ACTIVITIES. 2. Leonard J. Del Gallo Jr. is a Broker Associate, independent contractor, with Berkshire Hathaway HomeServices New England Properties in Connecticut & ERA Right Choice Realty in Florida. This activity is 0-5 hours per month and happens mainly after securities trading hours. Started May 2019. This activity is not associated with the investment related activity of Del Gallo Financial Services, LLC. 3. Leonard J. Del Gallo Jr. instructs and designs curriculum with the College for Financial Planning (A Kaplan Company). Started May 2023. This activity is 0-10 hours per month and happens mainly after securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-24 |
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