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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-01-28 |
Branch Locations
180 Glastonbury Boulevard Suite 400, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mahoney Sabol & Co, Llp | Hartford | CT | 12/1996 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2004 | Present |
| Investmark Financial Services | Glastonbury | CT | 07/2004 | 01/2017 |
| Investmark Advisory Group | Glastonbury | CT | 01/2017 | Present |
1. MAHONEY SABOL & CO. LLP, CPA FIRM, AS PARTNER, NON-INVESTMENT RELATED. 2.INVESTMENT ADVISORS, LLC, 100% OWNER-PRIVATE ENTITY CREATED TO OPERATING SECURITIES BUSINESS, INVESTMENT RELATED. 3. INVESTMENT FINANCIAL SERVICES-HARTFORD, LLC (A/K/A IFS HARTFORD LLC) AS 1/3 OWNER OF PRIVATE ENTITY CREATED FOR OPERATING SECURITIES BUSINESS; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-24 |
| S66 | Uniform Combined State Law Examination | 2001-12-19 |
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