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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-05 |
Branch Locations
6800 Pittsford Palmyra Road Suite 360, Fairport, NY 14450 • United States
2590 Brighton Henrietta Town Line Road, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newark Central School District | Newark | NY | 08/2023 | 03/2025 |
| Monroe Golf Club | Pittsford | NY | 05/2024 | 09/2024 |
| Penfield Central School District | Penfield | NY | 10/2021 | 06/2023 |
| Delta Sonic Car Wash Systems, Inc. | Penfield | NY | 09/2017 | 08/2023 |
| St. John Fisher University | Rochester | NY | 09/2019 | 05/2023 |
| Mcquaid Jesuit High School | Rochester | NY | 09/2013 | 06/2019 |
| Angelo Planning Group | Rochester | NY | 06/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
| Equitable Advisors, Llc | Williamsville | NY | 03/2025 | 05/2025 |
1. Fixed insurance sales; Located at 200 White Spruce Boulevard, Suite 130, Rochester, NY 14623, as of 08/13/2025; 0% of time spent during business hours; Conducted at branch location; Investment related. 2. Baseball Umpire, Rochester District Umpire's Association; Located in Rochester, NY 14617, as of 4/16/2026; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
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