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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MA | RA | APPROVED | 2009-06-19 |
Branch Locations
10 Forbes Rd Suite #440 West, Braintree, MA 02184 • United States
Cohasset, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samuel Financial, Inc. | Dedham | MA | 10/2011 | 01/2021 |
| Commonwealth Financial Network | Waltham | MA | 10/2011 | Present |
| Longtide Financial Partners | Braintree | MA | 01/2021 | Present |
1. Co-owner, Longtide Financial Partners; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2022; less than 1% of time spent during business hours; conducted at branch; investment related. 2. Fixed insurance sales; as of 01/01/2012, less than 1% of time spent during business hours, investment related; performed at branch 3. President of CWG Holdings, S-Corp set up to facilitate securities business; as of 04/2015, 0% of time spent during business hours, investment related; conducted at branch location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-10 |
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