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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 | 2026-03-24 |
| NJ | RA | APPROVED | 2021-11-15 |
Branch Locations
3 Amboy Avenue, Metuchen, NJ 08840 • United States
Holmdel, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2021 |
| Mml Investors Services, Llc | Iselin | NJ | 03/2017 | 11/2021 |
| Commonwealth Financial Network | Waltham | MA | 11/2021 | Present |
| Reilly Financial Group | Cranford | NJ | 11/2021 | Present |
1. Fixed insurance sales; as of 11/15/2021; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Reilly Financial Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 04/18/2022; 50% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-15 |
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