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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-12 |
Branch Locations
5297 Parkside Drive Ste 304, Canandaigua, NY 14424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Rochester | NY | 06/2022 | 08/2024 |
| The Delong Company Inc | Manchester | NY | 04/2017 | 06/2022 |
| Lansing Trade Group | Geneva | NY | 08/2016 | 04/2017 |
| Acre Equity Advisors | Canandaigua | NY | 08/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | Present |
1. Fixed insurance sales; as of 8/01/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Oak & Ivy Land Company, LLC; an entity created for the purpose of buying and managing real estate and land management equipment in Geneva, NY, as of 08/13/2025; 0% time spent during business hours; Not Conducted at branch; Investment related. 3. Co-owner, Acre Equity Advisors, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 06/01/2024; 95% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, Acre Equity Management, LLC; a private entity created to provide administrative services for your Commonwealth business as of 06/01/2024; 95% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-03 |
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