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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-05-02 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
Stoneham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winslow, Evans & Crocker, Inc. | Boston | MA | 04/2007 | 03/2021 |
| National Securities Corporation | Boston | MA | 03/2021 | 05/2022 |
| National Asset Management | Boston | MA | 03/2021 | 05/2022 |
| Isaak Bond Investments, Inc. | Lakewood | CO | 05/2022 | 04/2023 |
| Commonwealth Financial Network | Waltham | MA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-10 |
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