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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NY | RA | APPROVED | 2023-03-09 |
Branch Locations
2805 Wehrle Drive Suite 8, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cellular Sales | West Seneca | NY | 10/2018 | 06/2019 |
| Town Of Clarence Baseball | Clarence | NY | 04/2015 | 10/2018 |
| Dave Smith Clarence Baseball Camp | Clarence | NY | 07/2014 | 07/2018 |
| Rampart Wealth Management | Williamsville | NY | 07/2019 | 05/2023 |
| Commonwealth Financial Network | Waltham | MA | 05/2023 | Present |
| Rampart Wealth Management | Williamsville | NY | 05/2023 | Present |
1. Fixed insurance sales; Located at 2805 Wehrle Drive, Suite 8, Williamsville, NY 14221, as of 06/20/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Treasurer with CBS Foundation; Located at 1250 E 1300 N #1202 Logan , UT 84341, as of 08/01/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-03 |
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