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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-08
  • NY RA
    APPROVED
    Since 2026-04-08

Branch Locations

50 Route 111 Suite 316, Smithtown, NY 11787 • 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
Mcdonalds Mount Siani NY 02/2018 02/2019
Town Of Brookhaven Mount Sinai NY 05/2020 09/2024
Student Smithfield RI 09/2021 05/2025
Loring Advisory Group Smithfield RI 01/2024 05/2024
Capital Financial Planning Smithtown NY 06/2025 10/2025
Student Shoreham NY 01/2015 06/2020
Commonwealth Financial Network Waltham MA 06/2025 10/2025
Capital Financial Planning Smithtown NY 10/2025 Present
Commonwealth Financial Network Waltham MA 10/2025 Present
  • 02/2018 → 02/2019
    Mcdonalds
    Mount Siani, NY
  • 05/2020 → 09/2024
    Town Of Brookhaven
    Mount Sinai, NY
  • 09/2021 → 05/2025
    Student
    Smithfield, RI
  • 01/2024 → 05/2024
    Loring Advisory Group
    Smithfield, RI
  • 06/2025 → 10/2025
    Capital Financial Planning
    Smithtown, NY
  • 01/2015 → 06/2020
    Student
    Shoreham, NY
  • 06/2025 → 10/2025
    Waltham, MA
  • 10/2025 → Present
    Capital Financial Planning
    Smithtown, NY
  • 10/2025 → Present
    Waltham, MA
Other Businesses

Content Creator and Sales, Mr. Magicsheep, Creating videos and selling virtual goods related to online gaming; Located in Shoreham, NY, as of 2017; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-02
  • S66 Uniform Combined State Law Examination
    2026-04-02

View on SEC IAPD

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