Best Investors Account Sign in
Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-09-08
  • CT RA
    APPROVED
    Since 2023-09-08

Branch Locations

200 Glastonbury Blvd Suite 101, Glastonbury, CT 06033 • 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
Commonwealth Financial Network Waltham MA 07/2023 07/2024
The Hutensky Group, Llc Hartford CT 06/2008 07/2023
Heritage Capital Advisors, Llc Glastonbury CT 07/2023 07/2024
Heritage Capital Advisors, Llc Glastonbury CT 07/2024 Present
Commonwealth Financial Network Waltham MA 07/2024 Present
  • 07/2023 → 07/2024
    Waltham, MA
  • 06/2008 → 07/2023
    The Hutensky Group, Llc
    Hartford, CT
  • 07/2023 → 07/2024
    Heritage Capital Advisors, Llc
    Glastonbury, CT
  • 07/2024 → Present
    Heritage Capital Advisors, Llc
    Glastonbury, CT
  • 07/2024 → Present
    Waltham, MA
Other Businesses

Fixed insurance sales; Located at 200 Glastonbury Boulevard, Suite 101, Glastonbury, CT 06033, as of 11/11/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-30
  • S66 Uniform Combined State Law Examination
    2023-08-30
Other Names
  • Jason Lombardi

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Glastonbury, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor