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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-02 |
| NY | RA | APPROVED | 2026-01-13 |
Branch Locations
660 White Plains Road Suite 155, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2025 | 05/2026 |
| The Highbridge Financial Group, Inc. | Tarrytown | NY | 10/2025 | 05/2026 |
| The Highbridge Financial Group, Inc. | Tarrytown | NY | 05/2026 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2026 | Present |
| Highbridge Financial Group | Tarrytown | NY | 04/2025 | 10/2025 |
| N/A | Philadelphia | PA | 06/2015 | 04/2025 |
Partial owner of JADW LLC. This is a family LLC owned by myself, my two brothers, and a family trust. The sole business of this LLC is its ownership stake in Warshawsky Investments LLC, which is a family investment vehicle with holdings in custody at Bank of America and CIBC. This business does not provide investment-related services to anyone, only serves as an investment ownership vehicle. Address: 224 Saint Marks Sq. Philadelphia PA, 19104 I am partial owner and manager. I review tax filings, and facilitate payments and distributions for taxes. Start date: December 2020. I devote roughly 2 hours per month to this entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-08 |
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