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281 Farmington Avenue, Farmington, CT 06032-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
| CT | RA | APPROVED | 2019-06-18 |
Branch Locations
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Farmington | CT | 04/1999 | 05/2019 |
| Capital Strategies, Inc. | Bloomfield | CT | 07/1999 | 05/2019 |
| Connecticut Wealth Management, Llc | Farmington | CT | 06/2019 | 12/2021 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 08/2019 | Present |
| Connecticut Wealth Management, Llc | Farmington | CT | 01/2025 | Present |
| Connecticut Wealth Management, Llc | Farmington | CT | 01/2022 | 12/2024 |
1) JENNIFER BARRY D/B/A EXECUTIVE FINANCIAL SERVICES. NOT INVESTMENT RELATED. LOCATED AT 19 CHERRY HILLS CIRCLE, BLOOMFIELD, CT 06002. 2)GUARDIAN OF ELLEN THORSEN. NOT INVESTMENT RELATED. LOCATED AT 19 CHERRY HILLS CIRCLE, BLOOMFIELD, CT 06002. PERSONAL CARE OF ELLEN THORSEN - CURRENTLY RESIDING IN GROUP HOME IN KENTUCKY. TITLE IS GUARDIAN. STARTED IN 2007. 10 HRS/MO DEVOTED - 0 DURING TRADING (PHONE CALLS). PERSONALLY CARE FOR ELLEN THORSEN, COORDINATE PERSONAL CARE, TRAVEL, MEDICAL OVERSEE, ETC. APPOINTED BY COMMONWEALTH OF KENTUCKY. 3) TRUSTEE DEVANNEY FAMILY TRUST. NOT INVESTMENT RELATED. LOCATED AT 19 CHERRY HILLS CIRCLE, BLOOMFIELD, CT 06002. ADMINISTER PROPERTY OF TRUST WITH OBLIGATION TO SDMINISTER FOR PURPOSE OUTLINES IN THE TRUST DOCS. TITLE IS TRUSTEE. STARTED IN 2019. TRUST NOT CURRENTLY FUNDED SO MINIMAL TIME SPENT 1 HR/MO - 0 DURING TRADING. DUTIES ARE TRUSTEE - RESPONSIBLE FOR ADMINISTERING TRUSTEE ASSETS. 4) CONNECTICUT WEALTH MANAGEMENT, LLC. INVESTMENT RELATED BUSINESS. LOCATED AT 281 FARMINGTON AVE, FARMINGTON, CT 06032. NATURE OF BUSINESS IS FINANCIAL PLANNING & INVESTMENT MANAGEMENT. TITLE IS SR. FINANCIAL PLANNING. STARTED 06/2019. 200+ HRS/MO - 6 HRS/DAY DURING TRADING. DUTIES ARE ACTING AS A FINANCIAL PLANNER/INVESTMENT ADVISOR TO CLIENTS. 5) Jennifer D. Barry is the power of attorney for John C. Devanney and Linda S. Devanney. 6) Jennifer D. Barry acts and gets paid to be guardian of person for Ellen Thorsen. 5) INSURANCE BUSINESS. TITLE IS SOLE PROPRIETOR. STARTED IN 2000. 10 HRS/MO DEVOTED - 0 DURING TRADING. DUTIES ARE TO COLLECT TRAILS FROM INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-11 |
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