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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
1250 Pittsford-Victor Road Building 200; Suite 390, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniel R. Pennise - Insurance | Canandaigua | NY | 11/2003 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2011 | Present |
1. Fixed insurance sales, as an Agent; As of 11/2003; 10% spent during regular business hours; Conducted at branch; Investment related. 2. Partner and Co-Owner, Etna Advisors, LLC, a private entity est. to facilitate securities, advisory, and insurance business; As of 12/16/14; Conducted at branch; Investment related. 3. Co-Owner of 2 rental properties located in Canandaigua, NY, as of 9/18/2020; 0% time spent during business hours; Not conducted at branch location; Investment related. 4. Co-Owner, Scarlett Vineyard, LLC, an entity created for the purpose of managing real estate at 3505 Sandy Beach Dr., Canandaigua, NY 14424 and the production of wine; as of 2/09/2022; 1% of time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-17 |
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