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200 Park St, North Reading, MA 01864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-11-18 |
| MA | RA | APPROVED | 2022-01-04 |
Branch Locations
200 Park St, North Reading, MA 01864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Farland Group | Reading | MA | 01/2007 | 06/2019 |
| Alliance Private Wealth, Llc | North Reading | MA | 12/2013 | Present |
| Alliance Private Wealth, Llc | North Reading | MA | 10/2021 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2007 | Present |
1. FIXED INSURANCE SALES, AS AN AGENT, UNDER THE NAME 'ALLIANCE PRIVATE WEALTH'; AS OF 01/01/2014; APPROXIMATELY 2% TIME SPENT DURING REGULAR BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED. 2. PROVIDING INSURANCE EVALUATION SERVICES THROUGH UNAFFILIATED OUTSIDE AGENCIES UNDER THE NAME 'ALLIANCE PRIVATE WEALTH'; AS OF 08/20/2014; APPROXIMATELY 3% TIME SPENT DURING REGULAR BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED. 3. OWNER, DOCTORS PARK REALTY, LLC, AN ENTITY CREATED FOR THE PURPOSE OF RENTING COMMERCIAL PROPERTY REAL ESTATE AT 1248 WATERBURY RD, STOWE, VT, AS OF 09/2019; 1% TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED. 4. IAR OF ALLIANCE PRIVATE WEALTH, LLC OFFERING FINANCIAL & EXIT PLANNING SERVICES; 5% SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-16 |
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