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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
3000 East Ridge Road, Irondequoit, NY 14622 • United States
6206 Slocum Road, Ontario, NY 14519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2015 | 10/2023 |
| Weller Group Llc | Ontario | NY | 01/2015 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | Present |
| Weller Financial Group | Ontario | NY | 10/2024 | Present |
1. Fixed insurance sales; As of 01/14/2015; approximately less than 5% time spent during securities hours; conducted from branch location, investment related 2. Agent, KAFL, Inc,; refers new fixed insurance business; as of 11/14/2018; Approximately less than 5% time spent during securities hours; conducted at branch location; investment related. 3. Owner, MDB Wealth Advisory, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 4/21/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-01 |
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