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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2018-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathway Financial Advisors, Llc | Burlington | VT | 03/2015 | 03/2018 |
| Unemployed | Bennington | VT | 04/2018 | 07/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | Present |
| Park Place Financial Advisors | Brattleboro | VT | 08/2018 | 06/2025 |
| Longview Wealth Advisors, Llc | Brattleboro | VT | 06/2025 | Present |
1. Co-Owner, Longview Wealth Advisors, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 05/30/2025; 100% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 08/04/2021; Less than 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-09-18 |
| S65 | Uniform Investment Adviser Law Examination | 2008-09-09 |
| S66 | Uniform Combined State Law Examination | 1999-10-16 |
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