Andrew Jake Convery

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-02-27
NJ	RA	APPROVED	2025-07-10

Branch Locations

180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	02/2017	09/2017
Ucesc	Westfield	NJ	05/2016	10/2016
Our House Inc.	Murray Hill	NJ	11/2016	12/2016
Ucesc	Westfield	NJ	12/2016	01/2017
Charles Schwab Bank	Cranberry Township	PA	09/2017	09/2019
Charles Schwab & Co., Inc.	Cranberry Township	PA	09/2017	09/2019
Pathstone	Englewood	NJ	11/2020	10/2022
Cibc	New York City	NY	10/2022	04/2025
Unemployed	Scotch Plains	NJ	09/2019	11/2020
Omnica Wealth	Clinton	NJ	05/2025	Present
Commonwealth Financial Network	Waltham	MA	05/2025	Present

02/2017 → 09/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
05/2016 → 10/2016

Ucesc

Westfield, NJ
11/2016 → 12/2016

Our House Inc.

Murray Hill, NJ
12/2016 → 01/2017

Ucesc

Westfield, NJ
09/2017 → 09/2019

Charles Schwab Bank

Cranberry Township, PA
09/2017 → 09/2019

Charles Schwab & Co., Inc.

Cranberry Township, PA
11/2020 → 10/2022

Pathstone

Englewood, NJ
10/2022 → 04/2025

Cibc

New York City, NY
09/2019 → 11/2020

Unemployed

Scotch Plains, NJ
05/2025 → Present

Omnica Wealth

Clinton, NJ
05/2025 → Present

Commonwealth Financial Network

Waltham, MA

2017-09-21 → 2019-11-22

Charles Schwab & Co., Inc.

Pittsburgh, PA

Cranberry Township, PA
2017-05-24 → 2017-09-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-06-23
S66	Uniform Combined State Law Examination	2017-05-22

Other Firms