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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-02-10 |
| MA | RA | APPROVED | 2007-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2007 | Present |
| Mack Financial Consulting | Reading | MA | 01/2007 | Present |
1. Fixed insurance sales at branch location, investment related. 2. Owner, C.D. Mack Realty Trust, LLC, an entity created for the purpose of buying and managing Commercial real estate at 2 Haven St., Ste 203, Redding, MA 01867, as of 11/09/2020; Less than 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-08 |
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