This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CONNECTICUT WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65|S63

First exam

Mar 16, 2012

First registration

Feb 17, 2021

Dual registered

no

Other names

Joshua Edward Sweeney|JOSHUA E SWEENEY

IAPD individual key

5951845

• Occurred

  Jun 2, 2022
  Advisor changed firm

  Joshua Edward Sweeney left Ameriprise Financial Services, Llc for Connecticut Wealth Management, Llc (registered 2023-03-30)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:694d8481-1243-44a3-4dca-4a382eeddb7a

First observed

Feb 17, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.