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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-01 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfeffer Ins Agency | Erie | PA | 08/1998 | 10/2025 |
| Voya Financial Advisors | Erie | PA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
| Catrabone, Catrabone & Associates | Erie | PA | 10/2025 | Present |
Fixed insurance sales; as of 10/01/2025; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-28 |
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