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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NY | RA | APPROVED | 2021-11-04 |
Branch Locations
3000 East Ridge Road, Irondequoit, NY 14622 • United States
6206 Slocum Road, Ontario, NY 14519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weller Group Llc | Ontario | NY | 10/2015 | 06/2018 |
| Weller Group Llc | Ontario | NY | 06/2018 | Present |
| Clemson University | Clemson | SC | 08/2014 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 01/2015 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2021 | 10/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | Present |
Co-Owner, Weller Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 07/01/2024; 3% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-26 |
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