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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-14 |
Branch Locations
447 Naubuc Avenue Suite 111, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | New Haven | CT | 08/2016 | 07/2020 |
| Raymond James Financial Services Advisors Inc. | New Haven | CT | 11/2016 | 07/2020 |
| Kreitler Financial Llc | New Haven | CT | 07/2020 | 06/2026 |
| Commonwealth Financial Network | Waltham | MA | 06/2026 | Present |
1. Fixed insurance sales; Located at 447 Naubuc Avenue, Suite 111, Glastonbury, CT 06033, as of 07/01/2026; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Consignor, identityATL; Located in Atlanta, GA 30313, as of 09/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-18 |
| S66 | Uniform Combined State Law Examination | 2016-11-21 |
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