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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 |
| MA | RA | APPROVED | 2020-07-24 |
Branch Locations
250 First Avenue Suite 102, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Wellesley | MA | 01/2015 | 07/2020 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 07/2020 |
| Mml Investors Services, Llc | Wellesley | MA | 03/2017 | 07/2020 |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | Present |
| Altara Wealth | Needham | MA | 07/2020 | Present |
1. Fixed insurance sales, As of 07/24/20; 1% time spent during business hours; Conducted at branch; Investment related. 2. Town Meeting Member, Town of Walpole, elected representative whom meets to review/approve business activity and financial matters of local municipality; As of 09/2018; 0% time spent during business hours; Not conducted at branch; Not investment related. 3. Co-owner, Altara Wealth, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner of rental property located in Kennebunk, ME, as of 7/09/2022; 1% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-18 |
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