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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-05 |
| PA | RA | APPROVED | 2024-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canisius College | Buffalo | NY | 08/2018 | 05/2023 |
| Bartlett Country Club | Olean | NY | 05/2021 | 08/2021 |
| Edwardjones | Olean | NY | 05/2019 | 12/2022 |
| Cedarwood Financial Partners | Olean | NY | 06/2023 | 12/2023 |
| Olean High School | Olean | NY | 01/2013 | 05/2018 |
| Commonwealth Financial Netwrok | Waltham | MA | 12/2023 | Present |
| Cedarwood Financial Partners | Olean | NY | 12/2023 | Present |
Baseball Coach, Olean High School; Located at 410 West Sullivan Street, Olean, NY 14760, as of 09/22/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-26 |
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