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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 | 2026-03-26 |
| CT | RA | APPROVED | 2023-11-14 |
| PA | RA | APPROVED | 2022-05-26 |
Branch Locations
80 Church Street, Montrose, PA 18801 • United States
75 Brace Road, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scranton/Wilkes-Barre Railriders | Wilkes-Barre | PA | 06/2017 | 08/2017 |
| Hudson Partners Development | Schenectady | NY | 01/2018 | 03/2018 |
| Union College | Schenectady | NY | 09/2014 | 06/2018 |
| Union College | Schenectady | NY | 08/2017 | 06/2018 |
| Union College | Schenectady | NY | 08/2015 | 06/2017 |
| Nbt Bank | Norwich | NY | 06/2018 | 02/2019 |
| Nbt Bank | Norwich | NY | 03/2019 | 01/2022 |
| Sterling Wealth Management | Montrose | PA | 02/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | Present |
Fixed insurance sales; Located in Montrose, PA, as of 8/9/2022; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-24 |
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