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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 |
| MA | RA | APPROVED | 2014-11-04 |
Branch Locations
1279 Providence Road First Floor, Whitinsville, MA 01588 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2014 | Present |
| Larson, Potter, Stratton & Cote Financial | Worcester | MA | 04/2018 | Present |
1. Selling Fixed Insurance, Conducted At Branch, Investment Related. 2. Owner, Cote Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/24/2023; 95% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Harte's Home, Inc.; furniture store and sales; Located at 771 Washington St., Auburn, MA 01501; as of 8/28/2023; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-18 |
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