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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2023 | 08/2025 |
| Oracle Netsuites | Burlington | MA | 08/2022 | 07/2023 |
| Pennsylvania State University | State College | PA | 08/2018 | 05/2022 |
| Cathedral Preparatory School | Erie | PA | 08/2013 | 05/2018 |
| Kahkwa Country Club | Erie | PA | 04/2013 | 08/2022 |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | Present |
| Catrabone, Catrabone & Associates | Erie | PA | 08/2025 | Present |
Fixed insurance sales; as of 8/08/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-06 |
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