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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-02 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
17 Glen Pond Drive Suite 6, Red Hook, NY 12571 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Mutual | Albany | NY | 09/1982 | 06/2025 |
| Mml Investors Services, Inc. | Springfield | MA | 03/1996 | 06/2025 |
| Massmutual Life Insurance Company | Rhinebeck | NY | 03/1996 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
| Novus Wealth Strategies | Rhinebeck | NY | 06/2025 | Present |
1. Fixed insurance sales; Located at 10 Louise Terrace, Rhinebeck, NY 12572, as of 6/2/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, GB Studios; Record and distribute sales at concerts; Located at 10 Louise Terrace Rhinebeck, NY 12572, as of 06/14/2024; 0% of time spent during business hours; Conducted at branch location; Not investment related. 3. Power of Attorney for Mary A Zalenski; Located in Rhinebeck, NY, as of 6/01/2026; 0% time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-02-14 |
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