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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CT | RA | APPROVED | 2023-06-13 |
Branch Locations
180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marist Institute For Public Opinion | Poughkeepsie | NY | 01/2020 | 05/2022 |
| Unemployed/Student | Rocky Hill | CT | 01/2013 | 01/2020 |
| Omnica Wealth | Glastonbury | CT | 08/2022 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2022 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | Present |
| Omnica Wealth | Glastonbury | CT | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-12 |
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