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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 | 2026-03-24 |
| CT | RA | APPROVED | 2009-07-15 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar Financial Services | New Canaan | CT | 07/2009 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2009 | Present |
1. Selling fixed insurance products under 'Cedar Tree Financial Services' and insurance referrals through American Business. Investment related. Conducted from branch location. 2. Owner, Cedar Financial Service; a private entity established to facilitate securities, advisory, and insurance business; Located in Stamford, CT 06905; as of 10/30/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-18 |
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