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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-25
NJ RA APPROVED 2023-06-22
CT RA APPROVED 2016-05-20
  • TX RA
    APPROVED_RES
    Since 2026-03-25
  • NJ RA
    APPROVED
    Since 2023-06-22
  • CT RA
    APPROVED
    Since 2016-05-20

Branch Locations

South Glastonbury, CT • United States

180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States

Mmnt Certified Public Accountants 160 Chapel Road, Manchester, CT 06042 • United States

23 East Main St, Clinton, NJ 08809 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Connecticut Storrs CT 09/2012 Present
Omnica Wealth Glastonbury CT 02/2015 Present
  • 09/2012 → Present
    University Of Connecticut
    Storrs, CT
  • 02/2015 → Present
    Omnica Wealth
    Glastonbury, CT
Other Businesses

1. Fixed insurance sales; as of 02/02/2017; Approximately 1% of time spent during business hours; Conducted at branch location; Investment related 2. Co-Owner and Partner, Omnica Wealth, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 95% of time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-19
  • S66 Uniform Combined State Law Examination
    2016-05-19

View on SEC IAPD

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