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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NY | RA | APPROVED | 2023-05-19 |
Branch Locations
5760 Commons Park Drive, East Syracuse, NY 13057 • United States
100 Metropolitan Park Dr. Ste. 500, Liverpool, NY 13088 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2015 | 05/2023 |
| Commonwealth Financial Network | Waltham | MA | 05/2023 | Present |
1. Fixed insurance sales; as of 08/01/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Schneider Wealth Management Inc; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-11 |
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