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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 | 2026-03-31 |
| WA | RA | APPROVED | 2026-03-25 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
11911 Ne 1St Street Suite 306, Bellevue, WA 98005 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
420 Lexington Avenue Suite 1613, New York, NY 10170 • United States
6571 Spring Brook Ave, Rhinebeck, NY 12572 • United States
Irvington, NY • United States
420 Lexington Ave, Suite 1613, New York, NY 10170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-08 |
Branch Locations
420 Lexington Ave, Suite 1613, New York, NY 10170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2012 | Present |
| Longwave Financial, Llc | New York | NY | 02/2016 | Present |
1. Fixed insurance sales, as of 10/01/2012, 15% of time spent during business hours, Investment related, at branch location. 2. Longwave Financial, LLC; investment adviser representative; investment related; conducted at branch location. 3. Co-Owner, Longwave Financial, LLC, entity created to facilitate securities, advisory, and insurance businesses, as of 11/16/2012, 5% of time spent during business hours, Investment related and conducted at branch location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-15 |
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