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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
6800 Pittsford Palmyra Road Suite 360, Fairport, NY 14450 • United States
2590 Brighton Henrietta Town Line Road, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2012 | 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 sales; Located at 200 White Spruce Blvd, Ste 130, Rochester, NY 14623, as of 04/01/2025; 3% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Downey Wealth Management, Inc.; a private entity established to facilitate securities, advisory, and insurance business; Located in Rochester, NY; as of 09/01/2016; 0% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, K & K Rental; an entity created for the purpose of buying and managing residential real estate in Rochester, NY and owner of Angels Path Webster LLC, as of 12/01/2019; 0% of time spent; Not conducted at branch; Investment related. 4. Owner, Downey Fairport; an entity created for the purpose of buying and managing commercial real estate in Fairport, NY, as of 12/01/2024; 0% of time spent during business hours; Conducted at branch; Investment related. 5. Owner, K Downey; an entity created for the purpose of buying and managing residential real estate in Fairport, NY, as of 12/01/2024; 0% of time spent during business hours; Not conducted at branch; Investment related. 6. Basketball Coach, Fairport High School; Located at 1 Dave Paddock Way, Fairport, NY 14450, as of 01/01/2015; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 7. Co-Owner, Angels Path Webster, LLC; an entity created for the purpose of buying and managing residential real estate in Webster NY, as of 07/16/2025; 0% time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-24 |
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