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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 04/2005 | 01/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2026 | Present |
| Advanced Group Financial Services | Utica | NY | 06/2026 | Present |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | 04/2026 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | 06/2026 |
| Advanced Group Financial Services | Utica | NY | 01/2026 | 06/2026 |
Tax Preparation; Advanced Group Tax Services, LLC, as of 07/01/2026; 2% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
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