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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-20 |
| PA | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jamestown Community College | Olean | NY | 06/2024 | Present |
| Olean High School | Olean | NY | 09/2020 | 06/2024 |
| Portville Central School | Portville | NY | 09/2017 | 07/2020 |
| Portville Central School | Portville | NY | 05/2015 | 07/2017 |
| Cedarwood Financial Partners | Olean | NY | 07/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Bartlett Country Club | Olean | NY | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-08 |
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