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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| DE | RA | APPROVED | 2024-08-28 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
4 Executive Boulevard Suite 203, Suffern, NY 10901 • United States
Millsboro, DE • United States
Tuxedo Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Suffern | NY | 04/2004 | 10/2017 |
| Orazio Financial | Suffern | NY | 09/1991 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | Present |
1. Fixed insurance sales; As of 10/05/2017; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. President and Co-Owner, JPL of Rockland/Westchester Inc, DBA Orazio Financial Services, a private entity established to facilitate securities, advisory, and insurance business; as of 02/01/1991; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-24 |
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