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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
2024 West Henrietta Road Bldg. 3E, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rochester | NY | 09/2005 | 04/2018 |
| Commonwealth Financial Network | Waltham | MA | 04/2018 | Present |
| Endeavor Health Advisory Group | Rochester | NY | 04/2018 | Present |
1. Fixed insurance sales; as of 04/20/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Co-owner, BMPZ, LLC an entity created for the purpose of owning and managing office property, as of 04/20/2018; Approximately 2% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Owner, Zambito Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 10/11/2022; 80% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-09 |
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