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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-23 |
| NY | RA | APPROVED | 2025-01-23 |
Branch Locations
11911 Ne 1St Street Suite 306, Bellevue, WA 98005 • United States
6571 Spring Brook Ave, Rhinebeck, NY 12572 • United States
420 Lexington Avenue Suite 1613, New York, NY 10170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christopher Street Financial | New York | NY | 01/2011 | 03/2023 |
| Kestra Advisory Services Llc | New York | NY | 05/2018 | 03/2023 |
| Bridgewater Advisors Inc. | New York | NY | 03/2023 | 12/2024 |
| Bridgewater Advisors, Inc. | New York | NY | 03/2023 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 02/2025 | Present |
| Longwave Financial | New York | NY | 01/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-26 |
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