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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-09 |
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