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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2007-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Retirement Group | Stuart | FL | 01/2002 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2007 | Present |
1. FIXED INSURANCE SALES; AS AN AGENT UNDER THE DBA NAME STRATEGIC FINANCIAL GROUP; CONDUCTED AT BRANCH LOCATION, INVESTMENT RELATED. 2. HARTMAN FINANCIAL SERVICES, LLC- 100% OWNER OF PRIVATE ENTITY CREATED FOR OPERATING SECURITIES BUSINESS; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-20 |
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