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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 |
| MA | RA | APPROVED | 2006-08-10 |
Branch Locations
1 Van De Graaff Drive Suite 500, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Boston | MA | 08/1997 | Present |
| Axial Financial Group | Burlington | MA | 01/2012 | Present |
1. FIXED INSURANCE SALES; AS AN AGENT UNDER THE DBA NAME AXIAL FINANCIAL GROUP, A.K.A. THE AXIAL COMPANY; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED. 2. NOTARY PUBLIC; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-20 |
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