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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 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
260 Fairport Village Landing, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/1999 | Present |
| Crossbridge Financial Group, Llc | Fairport | NY | 01/2015 | Present |
1. FIXED INSURANCE SALES UNDER NAME CROSSBRIDGE FINANCIAL., CONDUCT AT BRANCH, INVESTMENT RELATED. 2. NOTARY, CONDUCTED AT BRANCH, NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-04 |
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