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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2017 | Present |
| Crossbridge Financial Group | Rochester | NY | 10/2017 | Present |
| Kasperski Dinan & Rink Cpas | Rochester | NY | 01/2015 | 09/2017 |
1. Fixed insurance sales; As of 8/29/2019; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Tax Preparation, Peter Adamczuk, CPA; as of 12/01/2021; 5% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-29 |
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