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Advisor at PRIVATE ADVISOR GROUP, LLC
MORRISTOWN, NJ | Avon, CT | Simsbury, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Aug 12, 2022 | n/a | yes | Avon, CT|MORRISTOWN, NJ|Simsbury, CT | Current employment |
| CONNECTICUT WEALTH MANAGEMENT, LLC | Independent wealth | Jun 6, 2013 | Aug 5, 2022 | no | FARMINGTON, CT | Previous registration |
| FILOMENO WEALTH MANAGEMENT, LLC | Former SEC adviser | Dec 11, 2008 | Jun 24, 2013 | no | WEST HARTFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONNECTICUT WEALTH MANAGEMENT, LLC | PRIVATE ADVISOR GROUP, LLC | Aug 5, 2022 | Aug 12, 2022 | 7 | Firm change | RIA to ibd |
| FILOMENO WEALTH MANAGEMENT, LLC | CONNECTICUT WEALTH MANAGEMENT, LLC | Jun 24, 2013 | Jun 6, 2013 | -18 | Firm change | Other |