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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-01 |
Branch Locations
525 Plum Street Suite 101, Syracuse, NY 13204 • United States
Syracuse, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syracuse | NY | 08/2017 | 11/2018 |
| Unemployed | Skaneateles | NY | 01/2016 | 08/2017 |
| Bank Of America, N.A. | Syracuse | NY | 01/2018 | 11/2018 |
| Lincoln Financial Advisors | Syracuse | NY | 11/2018 | 08/2023 |
| Madison Financial Planning Group | Syracuse | NY | 08/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-25 |
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