Lorna Hallenbeck Barham

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-07-14

Branch Locations

One Hamden Center 2319 Whitney Avenue, Suite 6A, Hamden, CT 06518 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Symmetry Partners, Llc	Glastonbury	CT	05/2007	12/2017
Unemployed	Middletown	CT	12/2017	06/2018
People's Securities, Inc.	Bridgeport	CT	06/2018	03/2022
People's United Advisors, Inc.	Bridgeport	CT	07/2020	03/2022
Pershing Llc	Jersey City	NJ	03/2022	09/2022
Symmetry Partners	Glastonbury	CT	05/2007	01/2017
Tiaa	Hamden	CT	10/2022	Present
Tiaa-Cref Individual & Institutional Services, Llc	Hamden	CT	06/2025	Present

05/2007 → 12/2017

Symmetry Partners, Llc

Glastonbury, CT
12/2017 → 06/2018

Unemployed

Middletown, CT
06/2018 → 03/2022

People's Securities, Inc.

Bridgeport, CT
07/2020 → 03/2022

People's United Advisors, Inc.

Bridgeport, CT
03/2022 → 09/2022

Pershing Llc

Jersey City, NJ
05/2007 → 01/2017

Symmetry Partners

Glastonbury, CT
10/2022 → Present

Tiaa

Hamden, CT
06/2025 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Hamden, CT

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-18
S63	Uniform Securities Agent State Law Examination	1999-07-29