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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gottfried & Somberg Wealth Management | Glastonbury | CT | 07/2025 | Present |
| Mercer Investments | Boston | MA | 03/2024 | 07/2025 |
| Pathstone | Boston | MA | 11/2021 | 03/2024 |
| Pimco | Newport Beach | CA | 11/2018 | 10/2021 |
| Allianz Asset Management | Newport Beach | CA | 10/2015 | 11/2018 |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-31 |
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