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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| MA | RA | APPROVED | 2000-02-25 |
Branch Locations
150A Andover Street Suite 4B, Danvers, MA 01923 • United States
Amesbury, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 12/1999 | Present |
| Insight Financial Horizons | Amesbury | MA | 12/1999 | Present |
1. President and Owner, Integrated Financial Strategies, Inc. doing business as 'Insight Financial Horizons', a private entity established to facilitate securities, advisory, and insurance business; As of 01/01/2019; Approximately more than 95% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Insight Financial Horizons'; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-03 |
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