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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| CT | RA | APPROVED | 2006-04-10 |
Branch Locations
3 Enterprise Drive Suite 401, Shelton, CT 06484 • United States
3 Enterprise Drive Fourth Floor, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-01-12 |
| CT | RA | APPROVED | 2003-02-18 |
Branch Locations
3 Enterprise Drive Fourth Floor, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investmark Financial Services, Inc. | Fairfield | CT | 06/2000 | 01/2017 |
| Investmark Advisory Group Llc | Shelton | CT | 01/2017 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2006 | Present |
| Iag, Llc | Stratford | CT | 03/2011 | 12/2016 |
| Commonwealth Financial Network | Waltham | MA | 06/2000 | Present |
| Investmark Advisory Services, Inc. | Fairfield | CT | 06/2000 | 12/2016 |
1) IAR (Advisory Rep) OF RIA/SECRETARY AND OWNER; Investmark Advisory Group LLC. APPROXIMATELY 92% OF TIME IS DEVOTED TO PROVIDING FINANCIAL PLANNING/CONSULTING & ASSET MANAGEMENT SERVICES - INVESTMENT RELATED. 2) FIXED INSURANCE SALES; AS AN AGENT; DBA INVESTMARK; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED.3% OF TIME IS DEVOTED 3) COMMONWEALTH FINANCIAL NETWORK; REGISTERED REP/ADVISORY REP; INVESTMENT RELATED; 5% OF TIME IS DEVOTED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-01 |
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