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Joseph Koontz

Connecticut Wealth Management, LLC

Farmington, CT

Farmington, CT

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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 2025-05-09
  • CT RA
    APPROVED
    Since 2025-05-09

Branch Locations

281 Farmington Avenue, Farmington, CT 06032 • United States

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
Connecticut Wealth Management Farmington CT 03/2024 Present
Espn Bristol CT 08/2010 03/2024
  • 03/2024 → Present
    Connecticut Wealth Management
    Farmington, CT
  • 08/2010 → 03/2024
    Espn
    Bristol, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-09
  • S65 Uniform Investment Adviser Law Examination
    2025-05-09

View on SEC IAPD

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