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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-03 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
370 Lexington Avenue Suite 806, New York, NY 10017 • United States
6 Gordon Avenue, Lawrenceville, NJ 08648 • United States
1055 Rxr Plaza, Uniondale, NY 11553 • United States
10 Cuttermill Road Suite 302, Great Neck, NY 11021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Coverage Corp. | Valley Stream | NY | 08/1992 | Present |
| National Planning Corporation | Great Neck | NY | 06/2005 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | Present |
1. Fixed insurance sales; as of 10/16/2017; 66% of time spent during business hours; Conducted at branch location; Investment related. 2. Executive Vice President and Co-Owner, Newport Coverage Corp, a private entity involved in providing fixed insurance products and property & casualty insurance; as of March, 1992; Approximately 33% time spent during securities trading hours per month; Conducted at branch location; Not investment related. 3. Co-Owner, The Hilb Group of New York, LLC, DBA Rampart Insurance Services, LLC, a private entity established to facilitate insurance business; as of 05/31/2021; 33% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-24 |
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