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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 |
| PA | RA | APPROVED | 2016-08-12 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
2674 Darlington Road, Beaver Falls, PA 15010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2016 | Present |
1. Part owner of Flick Financial, LLC, entity set up to facilitate securities, advisory, and insurance business, as of 2016, 15% of time spent during business hours, Investment related and conducted from branch location. 2. Fixed insurance sales, as of 2016, 15% of time spent during business hours, Investment related and conducted from branch location. 3. Co-owner, Flick Financial Properties, LLC; an entity created for the purpose of buying and managing commercial real estate at 2674 Darlington Rd, Beaver Falls, PA, 15010; as of 1/01/2021; 0% of time spent during business hours; conducted at branch; investment related. 4 .Instructor, Geneva College; teaching personal finance class, located at 3200 College Ave. Beaver Falls, PA 15010, as of 1/1/2023; approximately 7% of time spent during business hours; not conducted at branch location; not investment related. 5. Treasurer, Political campaign for Citizens for Kozak for state representative; Located in Beaver Falls, PA, as of 12/04/2023; 0% of time spent during business hours; Not Conducted at branch; Not Investment related. 6. Co-owner, Mulroy Mowing and Services, LLC; lawn care services; Located in Beaver Falls, PA; as of 4/01/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 7. Co-owner, Flick Financial Holdings, LLC; a private entity established to facilitate insurance business; as of 11/18/2025; Less than 5% time spent during business hours; Conducted at branch; Investment related. 8. Co-Owner, DN Ventures, LLC; an entity created for the purpose of buying and managing residential real estate at 4714 Fifth Ave, Beaver Falls, PA 15010, as of 10/31/2025; 0% time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-18 |
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