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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-05 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2026 | Present |
| Geisler & Company Financial Planning | Pittsburgh | PA | 06/2026 | Present |
| Avantax Advisory Services | Pittsburg | PA | 10/2019 | 09/2025 |
| Donnelly-Boland Tax Services, Llc | Pittsburg | PA | 08/2019 | Present |
| Bruce Hall, Cpa | Pittsburg | PA | 01/2019 | 06/2019 |
| R.D. Hoag & Associates, Llc | Carnegie | PA | 09/2017 | 01/2019 |
| Grossman, Yanak & Ford, Llp | Pittsburg | PA | 01/2016 | 06/2017 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Tax Preparation, Donnelly-Boland Tax Services LLC; as of 8/12/2019; 1% of time spent during business hours; Conducted at branch; Not investment related.
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