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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
| FL | RA | APPROVED | 2020-11-19 |
Branch Locations
109 Draper Avenue, Syracuse, NY 13219 • United States
Fort Meyers, FL • United States
134 North Lowell Ave, Syracuse, NY 13204 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Syracuse | NY | 05/2009 | 10/2019 |
| Commonwealth Financial Network | Waltham | MA | 10/2019 | Present |
| Pbj Wealth Management | Syracuse | NY | 10/2019 | Present |
1. Fixed insurance sales, as an Agent, under the name 'PBJ Wealth Management'; As of 10/18/19; 5% time spent during business hours; Conducted at branch; Investment related. 2. Owner, PBJ Wealth Management Inc., a Private Entity established to facilitate securities, advisory, and insurance Business; as of 10/18/2019; 50% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Neutral Corners, LLC; an entity created for the purpose of owning & managing residential real estate in Syracuse, NY, as of 5/01/2025; 10% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-19 |
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