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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insuracne Company | Williamsville | NY | 09/2017 | 08/2018 |
| Mml Investors Services, Llc | Williamsville | NY | 09/2017 | 08/2018 |
| Regal Entertainment Group | Orchard Park | NY | 03/2013 | 09/2018 |
| University At Buffalo | Buffalo | NY | 08/2013 | 05/2017 |
| Lincoln Financial Securities | Hamburg | NY | 09/2018 | 03/2024 |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | Present |
| Black Diamond Custom Wealth Management | Hamburg | NY | 03/2024 | Present |
Fixed insurance sales; Located at 12 Norwood Avenue, Hamburg, NY 14075, as of 12/27/2023; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-17 |
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