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Cooper David Crunick

Commonwealth Financial Network

Pittsford, NY

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-02
  • NY RA
    APPROVED
    Since 2024-01-02

Branch Locations

179 Sully'S Trail Suite 300, 302 & 304, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student (Middle / High School) Canandaigua NY 07/2013 07/2017
The Company Store Cheshire NY 08/2017 12/2021
English From A To Z Washington DC 01/2022 05/2022
Northwestern Mutual New York NY 06/2022 08/2022
Binghamton University Vestal NY 09/2022 05/2023
Heritage Financial Services Pittsford NY 06/2023 Present
  • 07/2013 → 07/2017
    Student (Middle / High School)
    Canandaigua, NY
  • 08/2017 → 12/2021
    The Company Store
    Cheshire, NY
  • 01/2022 → 05/2022
    English From A To Z
    Washington, DC
  • 06/2022 → 08/2022
    Northwestern Mutual
    New York, NY
  • 09/2022 → 05/2023
    Binghamton University
    Vestal, NY
  • 06/2023 → Present
    Heritage Financial Services
    Pittsford, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-17
  • S66 Uniform Combined State Law Examination
    2023-11-17

View on SEC IAPD

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MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

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Christopher M Leone
Matthew A Kilmer
Matthew M Matteson
Jason R Alexander
Angelo J Ponticello
GARY M FITCH
Jessica Royston
JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

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