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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2010-03-01 |
Branch Locations
1 Van De Graaff Drive Suite 500, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2010 | Present |
| Doble Lebranti Financial Group | Burlington | MA | 02/2010 | 10/2023 |
1. Selling fixed insurance; as of 2009, 20% of time spent during business hours, Conducted at branch location; Investment related. 2. Co-owner of rental property located in Stowe, VT, as of 1/28/2021; 0% time spent during business hours; Not conducted at branch location; Investment related. 3. Owner, LeBranti Financial Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 09/29/2023; 100% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner of rental property located in Stowe, VT, as of 03/08/2024; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-05 |
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