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Michael Joseph Puckly

Wellspring Financial, LLC

South Windsor, CT

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Current Employers
Wellspring Financial, Llc

South Windsor, CT • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-01
MA RA APPROVED 2020-10-09
CT RA APPROVED 2017-06-27
  • NY RA
    APPROVED
    Since 2021-06-01
  • MA RA
    APPROVED
    Since 2020-10-09
  • CT RA
    APPROVED
    Since 2017-06-27

Branch Locations

South Windsor, CT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifeline Financial, Llc Hartford CT 01/2008 06/2017
Wellspring Financial, Llc South Windsor CT 02/2017 Present
Wellspring Financial, Llc South Windsor CT 06/2017 Present
Previous Registrations
Other Businesses

INSURANCE AGENT: LIFE, DISABILITY, LONG-TERM CARE Non-Profit Board Member: Riverfront Recapture Executive Committee

Designations
Other Names
  • Mike Puckly

View on SEC IAPD

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