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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Manlius | NY | 10/2014 | 09/2024 |
| Solarize Cny | Syracuse | NY | 07/2015 | 10/2018 |
| Etfidea, Llc | Syracuse | NY | 01/2021 | Present |
| Green Lakes Planning | Fayetteville | NY | 09/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | Present |
1.Fixed insurance sales; as of 01/01/2014; 5% of time spent during business hours; Conducted at branch location; Investment related. 2.Elected official, Town Councilor for the Town of Manlius; Located at 301 Brooklea Brive, Fayetteville, NY 13066, as of 01/01/2020; 20% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-21 |
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