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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-24 |
Branch Locations
60 Railroad Place Suite 104, Saratoga Springs, NY 12866 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs | NY | 02/2018 | 03/2021 |
| Bank Of America, N.A. | Saratoga Springs | NY | 02/2018 | 03/2021 |
| Enterprise Rent-A-Car | Colonie | NY | 09/2015 | 02/2018 |
| Lpl Financial, Llc | Clifton Park | NY | 03/2021 | 04/2024 |
| Stratos Wealth Partners, Ltd | Clifton Park | NY | 03/2021 | 04/2024 |
| Osaic Wealth, Inc. | Saratoga Springs | NY | 04/2024 | 07/2025 |
| Vahanian & Associates Financial Planning Inc | Saratoga Springs | NY | 04/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | Present |
1. Fixed insurance sales; Located at 60 Railroad Place, Suite #104, Saratoga Springs, NY 12866, as of 03/05/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, produce, mix, and master audio; Located in Gansevoort, NY 12831, as of 12/04/2023; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-27 |
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