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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NY | RA | APPROVED | 2021-04-22 |
Branch Locations
290 Linden Oaks, Rochester, NY 14625 • United States
260 Fairport Village Landing, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossbridge Financial Group | Rochester | NY | 03/2015 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2015 | Present |
1. Fixed insurance sales, as of 01/07/2016, 2% of time spent during business hours; investment related; conducted at branch location. 2. Co-Owner, Crossbridge Financial Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 03/01/2022; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-14 |
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