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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 | 2026-03-23 |
| MA | RA | APPROVED | 2006-02-07 |
Branch Locations
7-57 Wells Avenue Suite 21, Newton, MA 02459 • United States
Girona • Spain
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2006 | Present |
| Green Harbor Financial | Waltham | MA | 02/2006 | Present |
1. FIXED INSURANCE SALES; AS AN AGENT UNDER THE DBA NAME GREEN HARBOR FINANCIAL SERVICES; CONDUCTED FROM BRANCH LOCATION; INVETSMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-17 |
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