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281 Farmington Avenue, Farmington, CT 06032-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-09-16 |
Branch Locations
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Avon | CT | 09/2009 | 09/2020 |
| New England Capital Planners, Inc. | Avon | CT | 12/2009 | 09/2020 |
| New England Capital Planners Inc | Avon | CT | 02/2009 | 09/2020 |
| Connecticut Wealth Management, Llc | Farmington | CT | 09/2020 | Present |
(1) 11/07/2008: Disorbo Property Management, LLC - Partner - NOT INV REL - At Reported Business Location(s) - Family owned property management company - 1% Time Spent (2) 02/09/2016: No Business Name - Notary - NOT INV REL - Start 02/27/2004 - 152 Simsbury Road, Avon, CT 06001 - Act as notary generally for clients that need paperwork notarized. I do not charge for this service. - 0 Hr/Mo
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-24 |
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