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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 | 2026-03-25 |
| FL | RA | APPROVED | 2014-05-14 |
Branch Locations
301 North Park Avenue Suite A, Winter Park, FL 32789 • 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 | 04/2014 | Present |
1. Fixed insurance sales, as of 2013, at branch location, investment related. 2. Breed's Hill Wealth Management, LLC. Member and 50% owner of entity created for operating securities business, as of 2013, 100% of time spent during business hours, Investment related, at branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-04 |
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