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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
| MA | RA | APPROVED | 2016-02-23 |
Branch Locations
50 Salem Street Suite 200, Lynnfield, MA 01940 • United States
West Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Management Partners, Llc | Peabody | MA | 02/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2016 | Present |
1. Fixed insurance sales, as of 05/2016; 2% of time during regular business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-28 |
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