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Current Employers
Connecticut Wealth Management, Llc

281 Farmington Avenue, Farmington, CT 06032-1911 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-10-10
  • CT RA
    APPROVED
    Since 2023-10-10

Branch Locations

281 Farmington Avenue, Farmington, CT 06032-1911 • 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
N/A Newington CT 08/2013 08/2018
Friendly's Newington CT 10/2018 11/2018
Newington Parks And Rec Newington CT 08/2018 06/2019
Picture Show Berlin CT 11/2018 10/2021
Connecticut Wealth Management Farmington CT 01/2023 05/2023
Central Connecticut State University Bursar's Offi New Britain CT 10/2021 05/2023
Connecticut Wealth Management Farmington CT 05/2023 01/2026
Connecticut Wealth Management Farmington CT 01/2026 Present
  • 08/2013 → 08/2018
    N/A
    Newington, CT
  • 10/2018 → 11/2018
    Friendly's
    Newington, CT
  • 08/2018 → 06/2019
    Newington Parks And Rec
    Newington, CT
  • 11/2018 → 10/2021
    Picture Show
    Berlin, CT
  • 01/2023 → 05/2023
    Connecticut Wealth Management
    Farmington, CT
  • 10/2021 → 05/2023
    Central Connecticut State University Bursar's Offi
    New Britain, CT
  • 05/2023 → 01/2026
    Connecticut Wealth Management
    Farmington, CT
  • 01/2026 → Present
    Connecticut Wealth Management
    Farmington, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-10
  • S65 Uniform Investment Adviser Law Examination
    2023-10-10
Designations

View on SEC IAPD

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