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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-31 |
Branch Locations
1120 Commerce Park Drive, Watertown, NY 13601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bowers & Company Cpas Pllc | Watertown | NY | 01/2014 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | Present |
| Etfidea, Llc | Syracuse | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-20 |
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