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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1999-03-26 |
Branch Locations
101 Longwater Circle Suite 201, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Norwell | MA | 01/1999 | Present |
| Weier Financial | Rockland | MA | 01/1999 | Present |
1. Fixed Insurance Sales, as of 07/01/1996, 10% of time spent during business hours, Conducted at branch location; Investment related. 2. Co-Owner of rental property located in Westerly, RI, as of 07/01/2023; 1% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-17 |
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