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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | 12/2022 |
| Southern Tier Electric Supply | Olean | NY | 11/2015 | 12/2017 |
| Commonwealth Financial Network | Waltham | MA | 12/2022 | Present |
| Cedarwood Financial Partners | Olean | NY | 12/2022 | Present |
1. Fixed insurance sales; as of 12/02/2022; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Cedarwood Financial Partners, LLC, a private entity established to facilitate advisory business; as of 12/02/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Hemlock Knoll Development, LLC; an entity created for the purpose of buying and managing residential real estate in St Olean NY, as of 10/21/2024; 0% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
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