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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-06-26 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
Paxton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2010 | 11/2016 |
| Sullivan-Kreiss Financial | Marlborough | MA | 12/2016 | 05/2017 |
| Commonwealth Finacial Network | Waltham | MA | 12/2016 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-08 |
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