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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 | 2025-03-31 |
Branch Locations
1343 Long Pond Road Suite A, Rochester, NY 14626 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
2590 Brighton Henrietta Town Line Road, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services | 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. Fixed insurance sales; as of 02/19/2025; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Dornan Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 9/22/2014; 1% 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 02/2016; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-22 |
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