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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| VA | RA | APPROVED | 2008-06-24 |
Branch Locations
7900 Westpark Drive Suite T260, Mclean, VA 22102 • 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 Netwrok | Waltham | MA | 06/2008 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
1. CEO and Owner, Quantis Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of October 2016; 100% of time spent during business hours; Conducted at branch location; Investment related. 2. Fixed insurance sales, as of 10/1998, 12% of time spent during business hours; Conducted at branch location; Investment related. 3. Landlord, rental property located in Falls Church, VA; as of 01/2008, 0% of time spent during business hours, Not conducted at branch location; Investment related. 4. Owner, Quantis Tax Services, LLC; providing tax and accounting services; as of 01/01/2023; 5% of time spent during business hours; Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-12 |
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