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281 Farmington Avenue, Farmington, CT 06032-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| CT | RA | APPROVED | 2025-09-25 |
Branch Locations
950 No. Collier Blvd, Marco Island, FL 34145 • United States
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conry Financial Services | Kensington | CT | 10/1992 | 09/2025 |
| Commonwealth Equity Services, Inc. | Kensington | CT | 01/1993 | 12/2022 |
| Commonwealth Financial Network | Waltham | MA | 12/2022 | 09/2025 |
| Connecticut Wealth Management | Farmington | CT | 09/2025 | Present |
1. Volunteer Member, Investment Committee, New Britain Museum of American Art, Not investment related, 56 Lexington St. New Britain, CT 06052, Art Museum, 1/1/1999, 5 hours during the month, 5 hours during trading hours, attend committee meetings to assist with the museum's endowment portfolio. 2. Volunteer Member, Investment Committee, FloGris Museum, Not investment related, 96 Lyme ST. Old Lyme, CT 06371, art museum, 7/1/2025, 5 hours per month, 5 hours during trading hours, attend committee meetings and assist with museum's endowment portfolio. 3. Co-owner, CKB Realty, a partnership for the purpose of owning and managing a property located at 211 New Britain Road Suite 207, Kensington, CT 06037; as of 07/25/2017; approximately 1% of time spent during business hours; conducted at branch location; investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-06 |
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