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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-21 |
Branch Locations
697 Pomfret Street, Pomfret Center, CT 06259 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Warwick | RI | 09/2024 | 06/2025 |
| Massmutual Life Insurance Co | Warwick | RI | 09/2024 | 06/2025 |
| Ernst And Young | Boston | MA | 01/2023 | 08/2024 |
| Northeastern University | Boston | MA | 05/2022 | 08/2023 |
| The State University Of New York At Genesco | Genesco | NY | 09/2018 | 05/2022 |
| Unemployed | Suffern | NY | 09/2014 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | Present |
| Whz Strategic Wealth Advisors | Pomfret Center | CT | 07/2025 | Present |
Fixed insurance sales; Located at 697 Pomfret Street, Pomfret Center, CT 06259, as of 07/21/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-27 |
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