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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| MA | RA | APPROVED | 2004-04-05 |
Branch Locations
One Hollis Street Suite 301, Wellesley, MA 02482-4673 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2004 | Present |
| Capitol Financial Advisors | Wellesley | MA | 04/2010 | Present |
1. Selling fixed insurance products, as of 04/2004, 10% of time spent during business hours, investment related; conducted at branch. 2. LMC Financial Planning Services LLC; president; as of 01/23/2015, 1% of time spent during business hours, investment related; conducted at branch. 3. E Health; Medicare product referrals; as of 12/01/21; Less than 5% of time spent during business hours; not investment related; conducted at branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-08 |
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