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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-04-19
  • CT RA
    APPROVED
    Since 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

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2011 → 04/2024
    Webster Investments
    Branford, CT
  • 10/2011 → 04/2024
    Branford, CT
  • 04/2024 → Present
    Waltham, MA
  • 04/2024 → Present
    Egidio Lennon Wealth Management, Llc
    Cheshire, CT
Previous Registrations
  • 2012-02-15 → 2024-05-01
    Essex, CT
    East Haven, CT
    Old Lyme, CT
    Branford, CT
    Westerly, RI
    East Haven, CT
    Guilford, CT
    Orange, CT
    Waterford, CT
    Groton, CT
    New Haven, CT
    West Haven, CT
    New Haven, CT
    Guilford, CT
    Old Lyme, CT
    Bethany, CT
    New Haven, CT
    Old Saybrook, CT
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-14
S63 Uniform Securities Agent State Law Examination 2011-05-23
  • S66 Uniform Combined State Law Examination
    2012-02-14
  • S63 Uniform Securities Agent State Law Examination
    2011-05-23
Designations

View on SEC IAPD

Other Firms

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