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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| NY | RA | APPROVED | 2021-06-29 |
| NC | RA | APPROVED | 2019-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Syracuse | NY | 05/2013 | 10/2019 |
| Commonwealth Financial Network | Waltham | MA | 10/2019 | Present |
| Pbj Wealth Management | Syracuse | NY | 10/2019 | Present |
1. Fixed insurance sales; as of 10/18/219; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Boys Lacrosse Referee, Charlotte Area Lacrosse Association, Located in Charlotte, NC, as of 2/28/2026; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-30 |
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