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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 | 2026-03-26 |
| MA | RA | APPROVED | 2025-03-31 |
Branch Locations
164 Race Street Suite 105, Holyoke, MA 01040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Holyoke | MA | 09/2013 | 03/2025 |
| Kestra Advisory Services, Llc | Holyoke | MA | 04/2016 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | Present |
| Parkview Financial | Waltham | MA | 03/2025 | Present |
1. Fixed insurance sales; as of 3/28/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Parkview Financial, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 3/28/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-15 |
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