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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-17 |
Branch Locations
697 Pomfret Street, Pomfret Center, CT 06259 • United States
Mansfield Center, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weiss, Hale & Zahansky Strategic Wealth Advisors | Pomfret Center | CT | 06/2022 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 06/2022 | Present |
| The Town Of Mansfield | Mansfield | CT | 06/2016 | 03/2020 |
| The University Of Connecticut Athletics Department | Mansfield | CT | 06/2021 | 04/2022 |
| Edwin O. Smith Highschool | Mansfield | CT | 08/2014 | 06/2018 |
| Eastern Connecticut State University | Willimantic | CT | 08/2018 | 05/2019 |
| The University Of Connecticut | Storrs | CT | 08/2019 | 05/2022 |
| Whz Strategic Wealth Advisors | Pomfret Center | CT | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-16 |
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