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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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-17 |
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