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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| NY | RA | APPROVED | 2025-04-22 |
Branch Locations
2132 Ridge Way Avenue, Rochester, NY 14626 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2005 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2005 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Wisehaven Financial | Pittsford | NY | 04/2025 | Present |
1. Fixed insurance sales; as of 4/22/2025; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Wisehaven Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Rochester, NY 14626; as of 05/02/2025; 90% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-12 |
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