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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-23 |
Branch Locations
5788 Widewaters Pkwy Suite 203, Dewitt, NY 13214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Big Dons Wild River | Cicero | NY | 05/2018 | 08/2020 |
| Chick Fil A Cicero | Cicero | NY | 08/2020 | 12/2023 |
| Gpw Property Care | Cicero | NY | 04/2022 | 08/2024 |
| Fustcharles Llp | Syracuse | NY | 01/2024 | 04/2024 |
| Le Moyne College | Syracuse | NY | 08/2021 | 05/2025 |
| Living Word Academy | Syracuse | NY | 09/2012 | 06/2021 |
| Commonwealth Financial Network | Dewitt | NY | 10/2023 | 10/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2024 | 01/2026 |
| Northwestern Mutual Investment Services Llc | E Syracuse | NY | 10/2025 | 02/2026 |
| Commonwealth Financial Network | Waltham | MA | 02/2026 | Present |
| Keim Asset Management, Llc | Dewitt | NY | 02/2026 | Present |
Fixed insurance sales; Located at 5788 Widewaters Pkwy, Suite 203, DeWitt, NY 13214, as of 02/02/2026; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-22 |
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