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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esl Federal Credit Union | Rochester | NY | 07/2016 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2017 | 05/2019 |
| Curate Partners | Weston | MA | 05/2019 | 06/2019 |
| Commonwealth Financial Network | Waltham | MA | 06/2019 | Present |
| Oakwood Financial Services | Rochester | NY | 06/2019 | 12/2025 |
| Thorley Wealth Management, Inc. | Rochester | NY | 12/2025 | Present |
1. Co-Owner, Oakwood Financial Services, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2023; 5% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as of 11/20/2024; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-10 |
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