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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2010-09-07 |
Branch Locations
180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States
Colchester, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2010 | Present |
| Connecticut Investors Group, Llc | Glastonbury | CT | 06/2010 | Present |
| Citadel Wealth Management Llc | Glastonbury | CT | 10/2024 | Present |
1.President and Owner, S. Lowe Financial Services, LLC, a private entity established for personal tax and liability purposes; As of 12/17/2018; more than 95% of time spent during business hours; conducted at branch location, Investment related 2.Fixed insurance sales; as of 2011; Less than 5% of time spent during business hours; Conducted at branch location, Investment related 3. Owner & President, Citadel Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 8/02/2024; 100% of time spent during business hours; Conducted at branch; Investment related. 4. Owner, Kyberstone Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 11/10/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-08 |
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