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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| NY | RA | APPROVED | 2025-01-15 |
Branch Locations
121 Bridge Street Suite 101, Plattsburgh, NY 12901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Bank | Plattsburgh | NY | 09/2015 | 11/2016 |
| Invest Financial Corp. | Tampa | FL | 10/2015 | 11/2016 |
| Securities America Inc. | Plattsburgh | NY | 12/2016 | 06/2024 |
| Securities America Advisors | Plattsburgh | NY | 12/2016 | 06/2024 |
| Osaic Wealth, Inc. | Plattsburgh | NY | 06/2024 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Lomanto Provost Financial Advisors | Plattsburgh | NY | 01/2025 | Present |
1. Fixed insurance sales; as of 10/02/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Lomanto & Company, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of date; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-12 |
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