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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
165 Main Street Suite 5, Cortland, NY 13045 • United States
Vestal, NY • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Overnite Associates | Endicott | NY | 01/1992 | Present |
| Fallen Oaks Associates,Inc. | Vestal | NY | 10/1993 | Present |
| River Oaks Associates | Endicott | NY | 06/1995 | Present |
| Edward Jones | St Louis | MO | 11/2000 | 10/2020 |
| Commonwealth Financial Network | Waltham | MA | 10/2020 | Present |
Fixed insurance sales; as of 10/23/2020; 1% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-01-31 |
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