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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| NY | RA | APPROVED | 2025-04-02 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
266 Boughton Hill Road, Honeoye Falls, NY 14472 • United States
2590 Brighton Henrietta Town Line Road, Rochester, NY 14623 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 12/2010 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | Present |
| Angelo Planning Group | Rochester | NY | 03/2025 | Present |
1. Owner, APG Lodge, LLC; an entity created for the purpose of buying and managing commercial real estate in Warsaw, MO, as of 09/09/2021; 1% time spent during business hours; Not Conducted at branch; Investment related. 2. Co-Owner, 2590 Group, LLC; an entity created for the purpose of buying and managing commercial real estate in Rochester, NY, as of Date; 2% time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, ADF Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 02/29/2016; 1% time spent during business hours; Conducted at branch; Investment related. 4. Owner, Angelo Wealth Management Corp; a private entity established to facilitate securities, advisory, and insurance business; as of 12/20/2013; 3% time spent during business hours; Conducted at branch; Investment related. 5. Owner, Angelo Planning Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 09/30/2004; 5% time spent during business hours; Conducted at branch; Investment related. 6. Fixed insurance sales; as of 03/27/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-25 |
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