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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-21 |
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