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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-11-19
  • CT RA
    APPROVED
    Since 2025-11-19

Branch Locations

200 Glastonbury Blvd Suite 101, Glastonbury, CT 06033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Distributors, Inc. Hartford CT 01/2022 02/2023
Glastonbury Public Schools Glastonbury CT 01/2012 06/2017
Seager Marine Canandaigua NY 06/2017 08/2017
University Of Connecticut Storrs CT 08/2017 05/2018
Seager Marine Canandaigua NY 05/2018 08/2018
University Of Connecticut Storrs CT 08/2018 05/2019
Seager Marine Canandaigua NY 05/2019 08/2019
University Of Connecticut Storrs CT 08/2019 05/2020
Seager Marine Canandaigua NY 05/2020 09/2020
University Of Connecticut Storrs CT 08/2020 08/2021
Seager Marine Canandaigua NY 05/2021 10/2021
Lincoln Financial Distributors, Inc. Hartford CT 02/2023 12/2024
Unemployed Glastonbury CT 12/2024 02/2025
Heritage Capital Advisors, Llc Glastonbury CT 02/2025 07/2026
Commonwealth Financial Network Waltham MA 02/2025 07/2026
Commonwealth Financial Network Waltham MA 07/2026 Present
Heritage Capital Advisors, Llc Glastonbury CT 07/2026 Present
  • 01/2022 → 02/2023
    Lincoln Financial Distributors, Inc.
    Hartford, CT
  • 01/2012 → 06/2017
    Glastonbury Public Schools
    Glastonbury, CT
  • 06/2017 → 08/2017
    Seager Marine
    Canandaigua, NY
  • 08/2017 → 05/2018
    University Of Connecticut
    Storrs, CT
  • 05/2018 → 08/2018
    Seager Marine
    Canandaigua, NY
  • 08/2018 → 05/2019
    University Of Connecticut
    Storrs, CT
  • 05/2019 → 08/2019
    Seager Marine
    Canandaigua, NY
  • 08/2019 → 05/2020
    University Of Connecticut
    Storrs, CT
  • 05/2020 → 09/2020
    Seager Marine
    Canandaigua, NY
  • 08/2020 → 08/2021
    University Of Connecticut
    Storrs, CT
  • 05/2021 → 10/2021
    Seager Marine
    Canandaigua, NY
  • 02/2023 → 12/2024
    Lincoln Financial Distributors, Inc.
    Hartford, CT
  • 12/2024 → 02/2025
    Unemployed
    Glastonbury, CT
  • 02/2025 → 07/2026
    Heritage Capital Advisors, Llc
    Glastonbury, CT
  • 02/2025 → 07/2026
    Waltham, MA
  • 07/2026 → Present
    Waltham, MA
  • 07/2026 → Present
    Heritage Capital Advisors, Llc
    Glastonbury, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-15
  • S66 Uniform Combined State Law Examination
    2025-11-15

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