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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-12 |
Branch Locations
5297 Parkside Drive Ste 304, Canandaigua, NY 14424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Rochester | NY | 01/2015 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | Present |
| Acre Equity Advisors | Canandaigua | NY | 08/2024 | Present |
1. President and Co-owner, Acre Equity Advisors, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 07/01/2023; 95% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as of 04/01/1994; 5% time spent during business hours; Conducted at branch location; Investment related. 3. President and Co-owner, Acre Equity Management, LLC; a private entity created to provide administrative services for your commonwealth business as of 07/01/2022; 95% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-08 |
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