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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James E. Weiss, Inc. | Troy | NY | 08/1983 | Present |
| Osaic Wealth, Inc. | New York | NY | 08/1983 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Advanced Group Financial Services | Troy | NY | 01/2025 | Present |
Tax Preparation; Advanced Group Tax Services, LLC, as of 01/01/2026; 60% of time spent during business hours; conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-10 |
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