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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NY | RA | APPROVED | 2025-01-19 |
| MD | RA | APPROVED | 2016-10-14 |
Branch Locations
4800 Hampden Lane Suite 200, Bethesda, MD 20814 • United States
Chevy Chase, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rockville | MD | 01/2007 | 09/2016 |
| Commonwealth Financial Network | Waltham | MA | 09/2016 | Present |
1) Fixed insurance sales conducted under Mosaic Wealth Partners, LLC. Investment related and conducted from branch location. 2) President and owner of Jaffe Financial Management, LLC, private entity created toreceive payments from securities, advisory, and insurnace business. Investment related and conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-18 |
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