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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-17 |
Branch Locations
255 Woodcliff Drive Suite 7, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Rochester | NY | 09/2012 | 04/2017 |
| Rbc Capital Markets, Llc | Rochester | NY | 04/2017 | 05/2017 |
| Rbc Capital Markets, Llc | Rochester | NY | 05/2017 | 04/2025 |
| City National Bank | Rochester | NY | 07/2017 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Kelly Financial Partners | Fairport | NY | 04/2025 | Present |
1. Fixed insurance sales; Located at 255 Woodcliff Drive, Suite 7, Fairport, NY 14450, as of 04/24/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Hagustan Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 6/22/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-30 |
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