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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-19 |
Branch Locations
1250 Pittsford-Victor Road Building 200; Suite 390, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Ottawa | 10/2015 | 06/2018 | |
| Value Village | Ottawa | 07/2018 | 08/2019 | |
| Student | Ottawa | 08/2019 | 05/2020 | |
| Unemployed | Ottawa | 05/2020 | 02/2021 | |
| Unemployed | Canandaigua | NY | 02/2021 | 08/2021 |
| Student | Canandaigua | NY | 08/2021 | 05/2023 |
| Nolans On The Lake | Canandaigua | NY | 05/2023 | 08/2023 |
| Commonwealth Financial Network | Pittsford | NY | 09/2023 | 05/2025 |
| Student | Geneseo | NY | 08/2023 | 05/2025 |
| Commonwealth Financial Network | Pittsford | NY | 05/2025 | 04/2026 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-14 |
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