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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

KEVIN CHRISTOPHER LEAHY

Advisor at CONNECTICUT WEALTH MANAGEMENT, LLC

FARMINGTON, CT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 6, 2001 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Oct 12, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 12, 2000
First registration: Jun 6, 2001
Dual registered: yes, broker-dealer
Other names: KEVIN CHRISTOPHER LEAH
IAPD individual key: 4245603

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONNECTICUT WEALTH MANAGEMENT, LLC	Independent wealth	Oct 28, 2010	n/a	yes	FARMINGTON, CT	Current employment
KR WEALTH MANAGEMENT, LLC	n/a	Jan 4, 2008	Oct 27, 2010	no	FARMINGTON, CT	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 5, 2001	Mar 27, 2013	no	SPRINGFIELD, MA\|NEW LONDON, CT\|FARMINGTON, CT\|FARMINGTON, CT	Previous registration
KR WEALTH MANAGEMENT, LLC	n/a	Jun 6, 2001	Dec 31, 2007	no	FARMINGTON, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	KR WEALTH MANAGEMENT, LLC	Mar 27, 2013	Jan 4, 2008	-1,909	Firm change after gap	Other
KR WEALTH MANAGEMENT, LLC	CONNECTICUT WEALTH MANAGEMENT, LLC	Oct 27, 2010	Oct 28, 2010	1	Firm change	Other
KR WEALTH MANAGEMENT, LLC	LPL FINANCIAL LLC	Dec 31, 2007	Jul 5, 2001	-2,370	Firm change after gap	Other

Relationships

Registered with (3)

→ CONNECTICUT WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 28, 2010 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 5, 2001 to Mar 27, 2013factForm ADV
→ KR WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 4, 2008 to Oct 27, 2010factForm ADV

Dated events

No dated event names this entity yet.