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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
1250 Pittsford-Victor Road Building 200; Suite 390, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bonadio Group | Pittsford | NY | 09/2016 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2017 | Present |
1. Partner and Part Owner, Etna Advisors, LLC, a private entity est. to facilitate securities, advisory, and insurance business; As of 01/01/20; More than 9% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Commonwealth Financial Network'; As of 12/01/17; 5% time spent during regular business hours; Conducted at branch; Investment related. 3. Co-Owner, 1541 and 1545 South Ave, LLC, a private entity est. to own/manage residential rental properties located in Rochester, NY; As of 12/01/19; 0% time spent during regular business hours; Not conducted at branch; Investment related. 4. Co-Owner, Cora 93 Park Ave Property, LLC, an entity created for the purpose of buying and managing residential real estate in Rochester, NY, as of 01/06/2022; 0% of time spent during business hours; Not Conducted at branch; Investment related. 5. Co-Owner, Cora Holdings, LLC, an entity created for the purpose of managing 1541 and 1545 South Ave, LLC and Cora 93 Park Ave Property, LLC, as of 12/01/2022; 0% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-23 |
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