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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 02/2011 | 11/2020 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2011 | 11/2020 |
| Commonwealth Financial Network | Waltham | MA | 11/2020 | Present |
| Montage Wealth Management | Pittsford | NY | 11/2020 | 10/2021 |
| Crossbridge Financial Group | Rochester | NY | 10/2021 | Present |
1.Fixed insurance sales; as of 11/6/2020; 2% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Lucas Stuart Wealth Strategies Group, Inc., a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 05/2016; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-03 |
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