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4 Pond Park Rd Suite 201, Hingham, MA 02043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-25 |
| MA | RA | APPROVED | 2016-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hanover | MA | 10/2013 | 11/2019 |
| Boston Premier Wealth, Llc | Hanover | MA | 01/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | 06/2024 |
1.Fixed insurance sales; as of 11/15/2019; 30% time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in Bartlett, NH, as of 11/15/2019; 0% time spent during business hours; Not conducted at branch location; Investment related. 3. Co-Owner, 24 Watts Street, LLC, an entity created for the purpose of managing residential real estate in Malden, MA, as of 02/11/2020; 0% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-28 |
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