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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 | 2021-06-29 |
Branch Locations
36 Madison Street, Suite 21 - 24, Wellsville, NY 14895 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 02/2014 | 01/2018 |
| Community Bank | Wellsville | NY | 02/2014 | 01/2018 |
| Commonwealth Financial Network | Waltham | MA | 01/2018 | Present |
| Cedarwood Financial Partners | Wellsville | NY | 09/2024 | Present |
1. Fixed insurance sales; as of 1/15/2018; 2% time spent during business hours; Conducted at branch location; Investment related. 2.Tax Preparation; Wheat & Fitzpatrick, CPA; as of 5/3/2022; 4% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-25 |
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