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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-18 |
| NH | RA | APPROVED | 2025-06-24 |
Branch Locations
100 Conifer Hill Drive Suite #301, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Danvers | MA | 09/2024 | 08/2025 |
| Nbt Bank | Norwich | NY | 03/2020 | 09/2024 |
| Victoria's Secret | Buffalo | NY | 09/2017 | 06/2018 |
| Victoria's Secret | Niagara Falls | NY | 06/2018 | 12/2018 |
| Victoria's Secret | New Hartford | NY | 12/2018 | 03/2020 |
| American Eagle Outfitters | Niagara Falls | NY | 02/2018 | 12/2018 |
| Nbt Bank | Norwich | NY | 05/2016 | 09/2017 |
| Canisius University | Buffalo | NY | 09/2014 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | 08/2025 |
| Commonwealth Financial Network | Danvers | MA | 08/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | Present |
Fixed insurance sales; Located at100 Conifer Hill Drive Suite #301, Danvers, MA 01923, as of 04/15/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-07 |
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