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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex Inc | Rochester | NY | 11/2019 | 10/2020 |
| Paychex Securities Corporation | Rochester | NY | 11/2019 | 04/2025 |
| Paychex Inc | Rochester | NY | 01/2019 | 11/2019 |
| Paychex Inc | Rochester | NY | 12/2018 | 01/2019 |
| Paychex Inc | Rochester | NY | 01/2018 | 12/2018 |
| Paychex Inc | Rochester | NY | 02/2013 | 01/2018 |
| Paychex Inc | West Henrietta | NY | 10/2020 | 06/2022 |
| Paychex, Inc | West Henrietta | NY | 06/2022 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Crossbridge Financial Group, Llc | Rochester | NY | 04/2025 | Present |
Fixed insurance sales; Located at 290 Linden Oaks, Suite 320, Rochester, NY 14625, as of 02/09/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-16 |
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