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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| NY | RA | APPROVED | 2023-08-01 |
Branch Locations
525 Plum Street Suite 101, Syracuse, NY 13204 • United States
Kirkville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Syracuse | NY | 09/2013 | 08/2023 |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | Present |
| Madison Financial Planning Group | Syracuse | NY | 08/2023 | Present |
Fixed insurance sales; as of 8/1/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. Secretary with Kirkville Fire District; Located at 6225 Kirkville Road N, Kirkville, NY 13082, as of 04/11/2023; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-18 |
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