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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-04-19 |
Branch Locations
20 Realty Drive, Cheshire, CT 06410 • United States
92 Wall Street Suite 101, Madison, CT 06443 • United States
2960 Post Road Suite 3A, Southport, CT 06890 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Webster Investments | Branford | CT | 09/2011 | 04/2024 |
| Lpl Financial Llc | Branford | CT | 10/2011 | 04/2024 |
| Commonwealth Financial Network | Waltham | MA | 04/2024 | Present |
| Egidio Lennon Wealth Management, Llc | Cheshire | CT | 04/2024 | Present |
1. Fixed insurance sales; as of 4/19/2024; 10% time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in Branford, CT, as of 08/2020; 1% time spent during business hours; Not conducted at branch location; Investment related. 3. Owner, Effet Papillon, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 6/07/2024; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-23 |
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