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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-13 |
Branch Locations
179 Sully'S Trail Suite 300, 302 & 304, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Rochester | NY | 03/2017 | 08/2020 |
| Evolution Financial Advisors | Victor | NY | 09/2016 | 01/2017 |
| Nacca & Capizzi | Rochester | NY | 02/2017 | 08/2020 |
| Commonwealth Financial Network | Waltham | MA | 08/2020 | 12/2023 |
| Commonwealth Financial Network | Waltham | MA | 03/2023 | 12/2023 |
| Osaic | Rochester | NY | 12/2023 | 08/2024 |
| The Ameriflex Group | Las Vegas | NV | 12/2023 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | 01/2025 |
| Marathon Financial | Pittsford | NY | 08/2024 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Marathon Financial | Pittsford | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-29 |
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