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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 | 2026-03-24 |
| CT | RA | APPROVED | 1999-03-05 |
Branch Locations
98 Washington St., Middletown, CT 06457 • United States
701 Hebron Ave, Glastonbury, CT 06033 • United States
20 Realty Drive, Cheshire, CT 06410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Llc | Waltham | MA | 02/1999 | Present |
| Egidio Assante Wealth Management, Llc | Cheshire | CT | 04/2009 | 02/2020 |
| Egidio Assante Lennon Wealth Management, Llc | Cheshire | CT | 02/2020 | Present |
| Atlantic Wealth Advisors, Llc | Glastonbury | CT | 05/2022 | Present |
1. CO-TRUSTEE ON NON-FAMILY RELATED TRUST, NOT INVESTMENT RELATED. 2. FIXED INSURANCE, AT BRANCH LOCATION, INVESTMENT RELATED. 3. CO-OWNER, ATLANTIC WEALTH ADVISORS, LLC; A PRIVATE ENTITY ESTABLISHED TO FACILITATE SECURITIES, ADVISORY, AND INSURANCE BUSINESS; AS OF 5/01/2022; 100% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED. 4. OWNER, AFA ADVISORY, LLC; A PRIVATE ENTITY ESTABLISHED TO FACILITATE SECURITIES, ADVISORY, AND INSURANCE BUSINESS; AS OF 2/5/2023; LESS THAN 5% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-09 |
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