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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-09-10 |
Branch Locations
51 Man-Mar Drive Suite 5, Plainville, MA 02762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcb Financial Services | Mansfield | MA | 07/2012 | 10/2020 |
| Commonwealth Financial Network | Waltham | MA | 07/2012 | Present |
| Santoro Financial Planning Group | North Attleboro | MA | 10/2020 | Present |
1. Fixed insurance sales; as of 08/01/2012, 20% of time spent during business hours, Conducted at branch; Investment related. 2. Co-Owner and landlord of rental properties located in Mansfield, MA, Bellingham, MA and Pawtucket, RI; as of 2012, Less than 1% of time spent during business hours, Not Conducted at branch location; Investment related. 3. Owner, Marathon QCC Properties, LLC, an entity created for the purpose of buying and managing commercial real estate, as of 07/28/2021; Less than 1% of time spent during business hours; Conducted at branch; Investment related. 4. Owner, Santoro Financial Planning Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/16/2020; 90% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-12-16 |
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