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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
NY RA APPROVED 2021-06-29
  • TX RA
    APPROVED
    Since 2026-03-23
  • NY RA
    APPROVED
    Since 2021-06-29

Branch Locations

260 Fairport Village Landing, Fairport, NY 14450 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 06/1999 Present
Crossbridge Financial Group, Llc Fairport NY 01/2015 Present
Other Businesses

1. FIXED INSURANCE SALES UNDER NAME CROSSBRIDGE FINANCIAL., CONDUCT AT BRANCH, INVESTMENT RELATED. 2. NOTARY, CONDUCTED AT BRANCH, NON-INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-08-04
  • S63 Uniform Securities Agent State Law Examination
    1989-08-04
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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