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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
MA RA APPROVED 2016-12-21
  • TX RA
    APPROVED
    Since 2026-03-23
  • MA RA
    APPROVED
    Since 2016-12-21

Branch Locations

197 First Avenue Suite 350, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2002 → 12/2016
    American Express Financial Advisors
    Waltham, MA
  • 09/2002 → 12/2016
    Ids Life Insurance Company
    Waltham, MA
  • 06/2002 → Present
    Liquor Land
    Southend, MA
  • 12/2016 → Present
    Waltham, MA
  • 12/2016 → Present
    Wells Financial Partners, Llc
    Needham, MA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-12
  • S66 Uniform Combined State Law Examination
    2002-12-12
Designations

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