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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-18 |
Branch Locations
3075 Southwestern Blvd. Suite 202, Orchard Park, NY 14127 • United States
Orchard Park, NY • 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 |
|---|---|---|---|---|
| Massmutual | Amherst | NY | 11/2003 | 09/2021 |
| Mml Investor Service Inc | Amherst | NY | 11/2003 | 08/2021 |
| Lincoln Financial Securities | New York | NY | 09/2021 | 03/2024 |
| Clark & Company Wealth Management | Lancaster | NY | 03/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
| S65 | Uniform Investment Adviser Law Examination | 2000-07-14 |
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