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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2009-08-12 |
Branch Locations
1433 Hooper Avenue Suite 314A, Toms River, NJ 08753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2005 | Present |
| Financial Alternatives, Inc. | Toms River | NJ | 07/2009 | Present |
1. President and Owner, Financial Alternatives, LLC, entity created for securities and insurance business, as of 03/11/2011; conducted at branch; investment related. 2. Fixed insurance sales; as of 03/11/2011; 5% of time spent during business hours, conducted at branch, investment related. 3. FINRA Arbitrator, as of 10/31/2011; not conducted from branch; not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-01 |
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