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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-03 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
370 Lexington Avenue Suite 806, New York, NY 10017 • United States
6 Gordon Avenue, Lawrenceville, NJ 08648 • United States
Kings Park, NY • United States
10 Cuttermill Road Suite 302, Great Neck, NY 11021 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paris International | Great Neck | NY | 02/2008 | Present |
| National Planning Corporation | Great Neck | NY | 05/2008 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | Present |
1. Fixed insurance sales; Located at 10 Cuttermill Road, Suite 302, Great Neck, NY 11021; As of 2013; Approximately 10% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Granite Retirement Services; Operations Manager; As of 2008; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Rampart Benefit Planning, Inc.; Retirement Benefits Specialist; Located at 1983 Marcus Ave, Suite C130, Lake Success, NY 11042; As of 2008; Approximately 20% time spent during securities trading hours per month; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-11 |
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