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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

6206 Slocum Road, Ontario, NY 14519 • 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
Commonwealth Financial Network Waltham MA 08/2026 Present
Weller Financial Group Ontario NY 05/2023 07/2026
St Bonaventure University Bookstore St. Bonaventure NY 08/2025 05/2026
Ruff Day Resort Webster NY 03/2020 09/2021
Williamson High School Williamson NY 09/2018 06/2022
Williamson Middle School Williamson NY 09/2014 07/2018
St Bonaventure University St Bonaventure NY 08/2022 12/2025
Weller Financial Group Ontario NY 06/2026 Present
  • 08/2026 → Present
    Waltham, MA
  • 05/2023 → 07/2026
    Weller Financial Group
    Ontario , NY
  • 08/2025 → 05/2026
    St Bonaventure University Bookstore
    St. Bonaventure , NY
  • 03/2020 → 09/2021
    Ruff Day Resort
    Webster, NY
  • 09/2018 → 06/2022
    Williamson High School
    Williamson, NY
  • 09/2014 → 07/2018
    Williamson Middle School
    Williamson, NY
  • 08/2022 → 12/2025
    St Bonaventure University
    St Bonaventure, NY
  • 06/2026 → Present
    Weller Financial Group
    Ontario, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-17
  • S65 Uniform Investment Adviser Law Examination
    2026-02-17

View on SEC IAPD

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