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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-07-17 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
244 North Main Street Ste 200, Concord, NH 03301 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 03/2010 | 06/2025 |
| Bank Of New Hampshire | Concord | NH | 05/2012 | 06/2025 |
| Cetera Investment Advisers Llc | Concord | NH | 01/2014 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
| Granite Capital Advisors | Concord | NH | 06/2025 | Present |
1. Fixed insurance sales; as of 06/27/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Granite Capital Advisors, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 06/27/2025; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-05 |
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