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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-18 |
Branch Locations
3075 Southwestern Blvd. Suite 202, Orchard Park, NY 14127 • United States
Corfu, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities | Williamsville | NY | 07/2008 | 03/2024 |
| Clark & Company Wealth Management | Lancaster | NY | 03/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | Present |
1.Fixed insurance sales; as of 12/01/2006; 2% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner of property receiving gas royalties, located in Corfu, NY, as of 09/01/1998; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-31 |
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