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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-25
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-03-25
  • NY RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2023 → Present
    Angelo Planning Group
    Rochester, NY
  • 01/2021 → 08/2023
    Rochester Institute Of Technology
    Rochester, NY
  • 09/2021 → 05/2023
    Somerton's Public House/ Murphy' Law/ Magpie Irish Pub
    Rochester, NY
  • 08/2023 → 12/2023
    Unemployed
    Rcohester, NY
  • 01/2021 → 12/2021
    Muller's Cider House
    Rochester, NY
  • 06/2020 → 10/2020
    Get It Straight Orthodontics
    Rochester, NY
  • 10/2019 → 05/2020
    Ritz-Carlton
    Grand Cayman
  • 08/2018 → 05/2019
    St. John Fisher College
    Rochester, NY
  • 05/2017 → 08/2019
    Monroe Golf Club
    Rochester, NY
  • 08/2017 → 05/2018
    St. Joseph University
    Philadelphia, PA
  • 05/2016 → 09/2016
    Country Club Of Rochester
    Rochester, NY
  • 01/2014 → 06/2017
    Mcquaid Jesuit Highschool
    Rochester, NY
  • 02/2024 → 10/2024
    American Portfolios Financial Services Inc.
    Holbrook, NY
  • 10/2024 → 03/2025
    Scottsdale, AZ
  • 03/2025 → Present
    Waltham, MA
Previous Registrations
  • 2024-10-11 → 2025-04-07
    Scottsdale, AZ
    Rochester, NY
  • 2024-02-29 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-27
  • S66 Uniform Combined State Law Examination
    2024-02-27
Other Names
  • Lawrence Joseph Giangreco

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