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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
2590 Brighton Henrietta Town Line Road, Rochester, NY 14623 • 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 |
|---|---|---|---|---|
| American Portfolios | Holbrook | NY | 12/2010 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | Present |
| Angelo Planning Group | Rochester | NY | 03/2025 | Present |
1. Fixed Insurance: Fixed insurance sales; Located at 2590 Brighton Henrietta Town Line Road, Rochester, NY 14623, as of 01/01/2025; 3% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-29 |
| S66 | Uniform Combined State Law Examination | 2000-05-03 |
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