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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 | 2026-03-23 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
2805 Wehrle Drive Suite 8, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Willaimsville | NY | 03/1991 | 07/2019 |
| Georgetown Capital Group | Williamsville | NY | 01/1991 | 07/2019 |
| Commonwealth Financial Network | Waltham | MA | 07/2019 | Present |
| Rampart Wealth Management | Williamsville | NY | 07/2019 | Present |
1. Fixed Insurance Sales; as of 7/1/2019; less than 1% time spent during business hours; Conducted at branch; Investment related. 2. Owner, Rampart Asset Management Group, LLC a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 7/1/2019; less than 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-25 |
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