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Collin Oshea

Commonwealth Financial Network

Penfield, NY

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-27
NY RA APPROVED 2024-06-03
  • TX RA
    APPROVED
    Since 2026-03-27
  • NY RA
    APPROVED
    Since 2024-06-03

Branch Locations

481 Penbrooke Drive Suite 3B, Penfield, NY 14526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grant Thornton Llp Boston MA 06/2015 05/2017
Unemployed - Hiked Appalachian Trail East Coast ME 06/2017 12/2017
Rucci, Bardaro & Falzone Pc Woburn MA 01/2018 07/2019
Lincoln Financial Advisors Corporation Rochester NY 07/2019 06/2024
Commonwealth Financial Network Waltham MA 06/2024 Present
  • 06/2015 → 05/2017
    Grant Thornton Llp
    Boston, MA
  • 06/2017 → 12/2017
    Unemployed - Hiked Appalachian Trail
    East Coast, ME
  • 01/2018 → 07/2019
    Rucci, Bardaro & Falzone Pc
    Woburn, MA
  • 07/2019 → 06/2024
    Lincoln Financial Advisors Corporation
    Rochester, NY
  • 06/2024 → Present
    Commonwealth Financial Network
    Waltham, MA
Previous Registrations
  • 2020-11-20 → 2024-06-04
    Osaic Fa, Inc.
    Rochester, NY
Other Businesses

Fixed insurance sales; as of 2/20/2024; 5% time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-10
  • S66 Uniform Combined State Law Examination
    2020-02-10
Other Names
  • Collin O'SHea

View on SEC IAPD

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OSAIC WEALTH, INC.
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CETERA INVESTMENT ADVISERS LLC
O ASSET MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

MATTHEW MEROLA
KYLE J MCDERMOTT
EMILIO MONTI
JEFFREY DAVID NAGEL
TIMOTHY MICHAEL PEASE
CHARLES JOSEPH LAROCCO
TRACY K BAKER
DONALD PAUL BURGER

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Penfield, NY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Penfield, NY
LPL FINANCIAL LLC · PENFIELD, NY
OSAIC WEALTH, INC. · PENFIELD, NY
LPL FINANCIAL LLC · PENFIELD, NY
EDWARD JONES · PENFIELD, NY
LPL FINANCIAL LLC · FAIRPORT, NY
J.P. MORGAN SECURITIES LLC · FAIRPORT, NY

More in Penfield, NY

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