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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| FL | RA | APPROVED | 2025-06-10 |
| NH | RA | APPROVED | 2002-02-15 |
Branch Locations
400 Amherst Street Suite 303, Nashua, NH 03063 • United States
Lakewood Ranch, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2002 | Present |
| Acorn Financial, Llc | Nashua | NH | 02/2008 | Present |
1. FIXED INSURANCE SALES - LIFE INSURANCE(TERM/UNIVERSAL/WHOLE), FIXED ANNUITIES, DISABILITY INSURANCE AND LONG-TERM CARE INSURANCE, LOCATED AT 400 AMHERST STREET SUITE 303, NASHUA, NH 03063, AS OF 05/09/2017; APPROXIMATELY 1% TIME SPENT DURING SECURITIES TRADING HOURS PER MONTH; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED. 2. ACORN FINANCIAL, LLC; MEMBER; ENTITY CREATED FOR SECURITIES BUSINESS; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED. 3. GUARDIAN OVER FAMILY MEMBER'S ACCOUNTS, NOT AT BRANCH OFFICE, INVESTMENT RELATED 4. POA FOR FAMILY MEMBERS; NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-15 |
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