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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-25 |
| NY | RA | APPROVED | 2025-07-23 |
Branch Locations
60 Railroad Place Suite 104, Saratoga Springs, NY 12866 • United States
40 Pinnacle Drive, East Walpole, MA 02032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Saratoga Springs | NY | 10/2016 | 07/2025 |
| Vahanian & Associates Financial Planning | Saratoga Springs | NY | 10/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-26 |
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