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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

2590 Brighton Henrietta Town Line Road, Rochester, NY 14623 • United States

275 Wyman Street, Ste. 400, Waltham, MA 02451 • 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
United States Army Pittsburgh PA 09/2015 05/2019
Southeast Regional Ems Jefferson Hills PA 08/2018 09/2019
United States Army Buffalo NY 05/2019 Present
Perinton Ambulance Fairport NY 04/2019 12/2021
Victor Farmington Ambulance Victor NY 11/2020 Present
Honeoye Falls Ambulance Honeoye Falls NY 08/2021 Present
Rochester Regional Health Rochester NY 11/2021 Present
American Portfolios Financial Services, Inc. Rochester NY 04/2022 01/2024
American Portfolios Financial Services Inc Holbrook NY 01/2024 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 03/2025
Commonwealth Financial Netwwork Waltham MA 03/2025 Present
Angelo Planning Group Rochester NY 03/2025 Present
  • 09/2015 → 05/2019
    United States Army
    Pittsburgh, PA
  • 08/2018 → 09/2019
    Southeast Regional Ems
    Jefferson Hills, PA
  • 05/2019 → Present
    United States Army
    Buffalo, NY
  • 04/2019 → 12/2021
    Perinton Ambulance
    Fairport, NY
  • 11/2020 → Present
    Victor Farmington Ambulance
    Victor, NY
  • 08/2021 → Present
    Honeoye Falls Ambulance
    Honeoye Falls, NY
  • 11/2021 → Present
    Rochester Regional Health
    Rochester, NY
  • 04/2022 → 01/2024
    American Portfolios Financial Services, Inc.
    Rochester, NY
  • 01/2024 → 10/2024
    American Portfolios Financial Services Inc
    Holbrook, NY
  • 10/2024 → 03/2025
    Scottsdale, AZ
  • 03/2025 → Present
    Commonwealth Financial Netwwork
    Waltham, MA
  • 03/2025 → Present
    Angelo Planning Group
    Rochester, NY
Previous Registrations
  • 2024-10-11 → 2025-04-21
    Scottsdale, AZ
    Rochester, NY
  • 2024-01-17 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1. Paramedic with Victor Farmington Ambulance; Located at 1321 E. Victor Road, Victor, NY 14564, as of 1/01/2021; 30% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Fixed insurance sales; Located at 2590 Brighton Henrietta Town Line Road, Rochester, NY 14623, as of 01/01/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-09
  • S66 Uniform Combined State Law Examination
    2023-11-09

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