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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 | 2016-12-21 |
Branch Locations
197 First Avenue Suite 350, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Express Financial Advisors | Waltham | MA | 09/2002 | 12/2016 |
| Ids Life Insurance Company | Waltham | MA | 09/2002 | 12/2016 |
| Liquor Land | Southend | MA | 06/2002 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2016 | Present |
| Wells Financial Partners, Llc | Needham | MA | 12/2016 | Present |
1. Wells Financial Partners, LLC, selling fixed life insurance (term/universal/whole), fixed annuities, long term care insurance, and disability insurance, as insurance agent, as of 2017, 1% of time spent during business hours, conducted at branch, investment related. 2. Co-Owner, Maudney Real Estate, LLC, private family owned real estate holding company which owns and rents residential property located in Malden MA, as of 05/01/2016, 2% of time spent during business hours, not conducted at branch, not investment related. 3. Co-Owner, Pearleo LLC, an entity created for the purpose of buying and managing residential real estate located in Salem, MA, as of 08/15/2019; 1% of time spent during business hours; Not Conducted at branch; Investment related. 4. Owner, BRS Wealth Management, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2024; 75% time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, Wells Financial Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/02/2025; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-12 |
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