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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NJ | RA | APPROVED | 2023-06-22 |
| CT | RA | APPROVED | 1999-03-05 |
Branch Locations
35 Huntington Street, New London, CT 06320 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States
23 East Main St, Clinton, NJ 08809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Glastonbury | CT | 02/1999 | Present |
1. Fixed Insurance sales; as of 1988; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner and Partner, Omnica Wealth, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 09/01/2013; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, LexSam, LLC, private entity established as a real estate holding company for property located in Groton, CT; as of 2009, 1% of time spent during business hours; Conducted at branch location; Not investment related. 4. Race Car Driver and Instructor; as of 2014, 1% of time spent during business hours, Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 1995-11-30 |
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