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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kj Union Free School District | Monroe | NY | 03/2013 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2023 | 12/2025 |
| Lieblich Financial Services | Brooklyn | NY | 06/2023 | 12/2025 |
| Commonwealth Financial Network | Waltham | MA | 12/2025 | Present |
| Lieblich Financial Services | Brooklyn | NY | 12/2025 | Present |
Special Education Teacher, Kiryas Joel Union Free School; Located at 1 Dinev Road, Kiryas Joel, NY 10950, as of 04/01/2014; 75% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
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