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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MA | RA | APPROVED | 2009-01-08 |
Branch Locations
75 Second Avenue Suite 420, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2009 | 12/2017 |
| Harvest Wealth Management | Waltham | MA | 01/2009 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2018 | Present |
1. Co-Owner, Harvest Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/02/2009, Less than 5% of time spent during business hours, Conducted at branch location; Investment related. 2. Fixed Insurance Sales; as of 01/01/2009, 10% of time spent during business hours, Conducted at branch location; Investment related. 3. Owner, residential rental property located in Cambridge, MA; as of 05/01/2007, 1% of time spent during business hours, Not conducted at branch location; Investment related. 4. Co-Owner of rental property located in Dennis, MA, as of 01/01/2013; 0% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-18 |
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