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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 |
| NC | RA | APPROVED | 2014-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2014 | Present |
1. Fixed insurance sales; conducted at branch; investment related 2. Atlantic Wealth Management; owner; Conducted at branch; investment related. 3. Atlantic Properties Group, LLC, Owner; not conducted at Branch; not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-09 |
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