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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-15 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
310 Old Country Road Ste. 103, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ids Life Insurance Company | Mineola | NY | 06/1995 | 11/2024 |
| American Express Financial Advisors Inc. | Mineola | NY | 12/1995 | 11/2024 |
| Securities America Inc | Garden City | NY | 10/2016 | 06/2024 |
| Securities America Advisors | Garden City | NY | 10/2016 | 06/2024 |
| Osaic Wealth, Inc. | Garden City | NY | 06/2024 | 11/2024 |
| Osaic Wealth, Inc. | Garden City | NY | 06/2024 | 11/2024 |
| Commonwealth Financial Network | Waltham | MA | 11/2024 | Present |
| Nxt Phase Financial Services | Garden City | NY | 11/2024 | Present |
Fixed insurance sales; as of 11/4/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-12 |
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