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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
2590 Brighton Henrietta Town Line Road, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Angelo Planning Group | Rochester | NY | 12/2023 | Present |
| Rochester Institute Of Technology | Rochester | NY | 01/2021 | 08/2023 |
| Somerton's Public House/ Murphy' Law/ Magpie Irish Pub | Rochester | NY | 09/2021 | 05/2023 |
| Unemployed | Rcohester | NY | 08/2023 | 12/2023 |
| Muller's Cider House | Rochester | NY | 01/2021 | 12/2021 |
| Get It Straight Orthodontics | Rochester | NY | 06/2020 | 10/2020 |
| Ritz-Carlton | Grand Cayman | 10/2019 | 05/2020 | |
| St. John Fisher College | Rochester | NY | 08/2018 | 05/2019 |
| Monroe Golf Club | Rochester | NY | 05/2017 | 08/2019 |
| St. Joseph University | Philadelphia | PA | 08/2017 | 05/2018 |
| Country Club Of Rochester | Rochester | NY | 05/2016 | 09/2016 |
| Mcquaid Jesuit Highschool | Rochester | NY | 01/2014 | 06/2017 |
| American Portfolios Financial Services Inc. | Holbrook | NY | 02/2024 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | Present |
1. Fixed insurance sales; Located in Rochester, NY 14623, as of 01/06/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Financial Advisor, Angelo Planning Group LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2024; 99% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-27 |
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