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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-20 |
Branch Locations
180 East Main Street Ste 301, Smithtown, NY 11787 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Desepoli Wealth Management | Center Moriches | NY | 03/2002 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2013 | 12/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2013 | 12/2023 |
| Commonwealth Financial Network | Waltham | MA | 12/2023 | Present |
| Heritage Financial Advisory Group | Port Jefferson Station | NY | 12/2023 | Present |
1. Owner, Gold Coast Wealth Consulting LTD, a private entity established to facilitate securities, advisory, and insurance business; as of 01/14/2013; 0% of time spent during business hours; Conducted at branch; Investment related. 2. Trustee; client; Located in Saint James, NY, as of 08/28/2018; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Fixed insurance sales; as of 3/10/2026; 3% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-01-10 |
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