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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
345 Delaware Avenue Suite 2B, Delmar, NY 12054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bryant Asset Management | Slingerlands | NY | 01/2014 | 07/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2014 | Present |
| Bryant Maloney Prinzo Wealth Management | Slingerlands | NY | 07/2026 | Present |
1. Fixed insurance sales, as of 01/01/2014; approximately 20% time spent during business hours; conducted at branch location; investment related. 2. Owner, CJB Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2023; 98% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, Bryant Maloney Prinzo Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 06/22/2023; 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-01 |
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