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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 | 2026-03-25 |
| ME | RA | APPROVED | 2020-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securiites, Inc | San Diego | CA | 11/2012 | 05/2018 |
| First Allied Advisory Services, Inc | Chesterfield | MO | 11/2012 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | Present |
| Scalia Wealth Management, Llc | Union | NJ | 05/2018 | Present |
1. Fixed insurance sales; as of 5/16/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Scalia Wealth Management, LLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 5/17/2018; Approximately 100% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-19 |
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