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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| MA | RA | APPROVED | 2000-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Needham | MA | 02/1993 | Present |
| Charles River Financial Services | Needham | MA | 01/2005 | Present |
1. Fixed Insurance Sales, as an Agent, under the name 'Charles River Financial Services, LLC'; Conducted at branch location; Investment related. 2. Charles River Financial Services, LLC, offering document organization and consulting services relating to taxation, divorce and estate planning, and recovery of assets; Conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-03 |
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