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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 2026-08-24
  • NY RA
    APPROVED
    Since 2026-08-24

Branch Locations

50 Route 111 Suite 316, Smithtown, NY 11787 • 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
Lee & Crowley, Llc Boston MA 10/2023 10/2025
Town Of Brookhaven Mount Sinai NY 05/2017 05/2023
Capital Financial Planning Smithtown NY 11/2025 Present
Cuny John Jay College Of Criminal Justice New York NY 09/2019 05/2021
Bryant University Smithfield RI 08/2021 08/2023
Shoreham Wading River High School Shoreham NY 09/2016 06/2019
Unemployed Shoreham NY 01/2016 05/2017
Commonwealth Financial Network Waltham MA 11/2025 Present
  • 10/2023 → 10/2025
    Lee & Crowley, Llc
    Boston, MA
  • 05/2017 → 05/2023
    Town Of Brookhaven
    Mount Sinai, NY
  • 11/2025 → Present
    Capital Financial Planning
    Smithtown, NY
  • 09/2019 → 05/2021
    Cuny John Jay College Of Criminal Justice
    New York, NY
  • 08/2021 → 08/2023
    Bryant University
    Smithfield, RI
  • 09/2016 → 06/2019
    Shoreham Wading River High School
    Shoreham, NY
  • 01/2016 → 05/2017
    Unemployed
    Shoreham, NY
  • 11/2025 → Present
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-21
  • S66 Uniform Combined State Law Examination
    2026-08-21

View on SEC IAPD

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