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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-23 |
Branch Locations
628 Maple Ave Suite 101, Saratoga Springs, NY 12866 • United States
Milton, NY • United States
17 Glen Pond Drive Suite 6, Red Hook, NY 12571 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | White Plains | NY | 06/2014 | 06/2019 |
| Equity Services Inc | Montpelier | VT | 05/2017 | 06/2019 |
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2019 | 05/2025 |
| Honor, Townsend & Kent Llc | Horsham | PA | 06/2019 | 05/2025 |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | Present |
| Sonder Financial | Saratoga Springs | NY | 05/2025 | Present |
1. Fixed insurance sales; as of 06/2019; 30% of time spent during business hours; Conducted at branch location; Investment related. 2. Elected official, Ulster County Legislator, Marlborough District 11; Located in Milton, NY, as of 1/06/2026; 12% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-13 |
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