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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Crawley | 02/2014 | 11/2019 | |
| American Institute For Economic Research | Great Barrington | MA | 11/2019 | 02/2020 |
| Self Employed | Perth | 03/2020 | 03/2021 | |
| American Investment Services | Great Barrington | MA | 03/2021 | 09/2022 |
| Gyl Financial Synergies | West Hartford | CT | 10/2022 | Present |
| The Colony Group, Llc | Boston | MA | 11/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-27 |
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