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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 | 2026-03-25 |
| FL | RA | APPROVED | 2023-05-23 |
| MA | RA | APPROVED | 2015-01-22 |
Branch Locations
1 Harris Street, Newburyport, MA 01950 • United States
Port Saint Lucie, FL • United States
Newburyport, MA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2015 | Present |
1. Part Owner, Port Capital Management, Inc., as of 08/2014, 1% of time spent during business hours, a private entity established to facilitate securities business; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 10/2/2014, 1% of time spent during business hours, Conducted at branch location; Investment related. 3. Part Owner, Port Capital, LLC, as of 2014, 0% of time spent during business hours, a private entity established as a real estate holding company; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-30 |
| S65 | Uniform Investment Adviser Law Examination | 2002-06-25 |
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