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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
179 Sully'S Trail Suite 300, 302 & 304, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Services, Llc | Pittsford | NY | 04/2014 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2014 | Present |
1. Co-owner, Heritage Financial Services, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 01/01/2019; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-31 |
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