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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 | 2023-07-03 |
| NJ | RA | APPROVED | 2023-06-22 |
| CT | RA | APPROVED | 2007-07-17 |
Branch Locations
180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States
10 Arapahoe Road, West Hartford, CT 06107 • United States
Mmnt Certified Public Accountants 160 Chapel Road, Manchester, CT 06042 • United States
110 Crystal Run Road, Middletown, NY 10941 • United States
23 East Main St, Clinton, NJ 08809 • United States
East Hampton, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Investors Group | Glastonbury | CT | 05/2007 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2007 | Present |
1. Fixed Insurance sales; selling fixed insurance, as of 04/15/2015; Less than 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner and President, Omnica Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-29 |
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