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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-18 |
Branch Locations
425 Broadhollow Road, Suite 412, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2011 | Present |
| Bshapiro Financial | Jericho | NY | 01/2011 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 07/2025 | Present |
| Strategic Blueprint, Llc | Atlanta | GA | 07/2025 | Present |
1. FIXED INSURANCE SALES-AGENT,AT THE BRANCH LOCATION,INVESTMENT-RELATED. 2. BSHAPIRO FINANCIAL INC.-100% OWNER OF PRIVATE S-CORPORATION, AT THE BRANCH LOCATION, INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-14 |
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