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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| WI | RA | APPROVED | 2009-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2009 | Present |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. OSWALD KONZ FINANCIAL GROUP - 50% OWNER OF ENTITY CREATED FOR SECURITIES BUSINESS, INVESTMENT RELATED. 3. Co-owner of OKG Properties, LLC, entity created to own and operate building that branch office operates out of. Not investment related and conducted from branch location
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-03 |
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