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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salt City Financial Advisors | Syracuse | NY | 07/2022 | 09/2022 |
| Knowles Percision Devices | Cazenovia | NY | 03/2021 | 07/2022 |
| Corporate Office Properties Trust | Columbia | MD | 06/2017 | 03/2021 |
| Loyola University Maryland | Baltimore | NY | 12/2015 | 06/2017 |
| Major League Lacrosse - New York Lizards | Hempstead | NY | 05/2014 | 08/2018 |
| Premire Lacrosse League | El Segundo | CA | 06/2019 | 09/2019 |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | Present |
| Salt City Financial Advisors | Syracuse | NY | 09/2022 | Present |
1. Bookkeeping, The Goalie Workshop; Located in Syracuse, NY, as of 03/15/2024; 0% of time spent during business hours; Not conducted at branch; Not investment related. 2. Coach, The Platform Lacrosse Academy; Located at 333 Pulaski St., Syracuse, NY 13204, as of 9/01/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
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