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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| ME | RA | APPROVED | 2002-09-24 |
Branch Locations
5 Fundy Rd Suite 2C, Falmouth, ME 04105 • United States
155 Center Street Building G, Auburn, ME 04210 • United States
261 Bath Road Suite B, Brunswick, ME 04011 • United States
Falmouth, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2002 | Present |
| Casco Bay Wealth Advisors | Portland | ME | 12/2013 | Present |
1. Fixed insurance sales, as of 11/2013, 5% of time spent during business hours, conducted at branch, investment related. 2. CBWA Holdings, LLC, president, and part owner of private entity created as operating company for securities and insurance business, as of 11/2013, 100% of time spent during business hours, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-29 |
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