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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| NY | RA | APPROVED | 2021-06-29 |
| NJ | RA | APPROVED | 2017-10-31 |
Branch Locations
4 Executive Boulevard Suite 203, Suffern, NY 10901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | El Segundo | CA | 04/2016 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | Present |
1. Fixed insurance sales; As of 10/05/2017; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Author, Strength in Numbers, as of 04/18/2022; 1% of time spent during business hours; Conducted at branch location; Not Investment related. 3. Successor Executor for staff member and spouse, as of 08/22/22; approximately 0% time spent during business hours; Not conducted at branch location; Not investment related. 4. Co-owner, JPL of Rockland/Westchester Inc, DBA Orazio Financial Services; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-21 |
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