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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 | 2014-04-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/1994 | Present |
| Liquid Capital, Inc. | Norwell | MA | 08/1997 | Present |
1. LIQUID CAPITAL, INC., MANAGING PARTNER AND SOLE OWNER OF PRIVATE ENTITY CREATED AS OPERATING COMPANY FOR SECURITIES AND INSURANCE BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. FIXED INSURANCE SALES UNDER NAME LIQUID CAPITAL, INC., CONDUCTED AT BRANCH, INVESTMENT RELATED. 3. 690 MAIN STREET, LL., MEMBER AND 1/3 OWNER OF REAL ESTATE HOLDING COMPANY THAT OWNS BUILDING WHERE BRANCH IS LOCATED, CONDUCTED AT BRANCH, INVESTMENT RELATED. 4. OWNER, 46 ACCORD PARK, LLC, AN ENTITY CREATED FOR THE PURPOSE OF BUYING AND MANAGING COMMERCIAL REAL ESTATE AT 46 ACCORD PARK DR. NORWELL, MA 02061, AS OF 7/15/2021; 10% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-03 |
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