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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 |
Branch Locations
1250 Pittsford Victor Road Bldg. 200, Suite 280, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2010 | 08/2018 |
| Penn Mutual Life Ins Co | Horsham | PA | 03/2010 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 09/2018 | Present |
| Rfg Associates, Llc | Pittsford | NY | 09/2018 | Present |
1. Partner, Member, and Part Owner, RFG Associates, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of March 2010; Approximately 90% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Licensed Agent, Fixed Insurance Sales; Approximately less than 10% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Co-Owner of rental property located in Fairport, NY; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 4. Co-owner, League Orchard, LLC; an entity providing services to sports organizations and families; Located at 7940 Shire Lane Victor, NY 14564; as of 8/11/2026; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-16 |
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