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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 |
| CT | RA | APPROVED | 2015-01-05 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
180 Glastonbury Blvd Suite 102, Glastonbury, CT 06033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 12/2014 | Present |
1. Owner, JT Covill LLC, doing business as 'CT Financial Partners' - operating company which facilitates securities business, located at 447 Naubuc Avenue Suite 110, Glastonbury, CT 06033, as of 12/08/2014; approximately 100% time spent during securities trading hours per month; conducted at branch location; investment related. 2. Fixed insurance sales, located at 447 Naubuc Avenue Suite 110, Glastonbury, CT 06033, as of 12/08/2014; 10% of time spent during business hours, conducted at branch location; investment related. 3. Part-owner of ABC Capital, LLC - an entity created to own and operate residential real estate properties; as of 02/01/2017, 5% of time spent during business hours, not conducted at branch location; not investment related. 4. Co-Owner, PB's Bunker, LLC, an entity created for the purpose of buying and managing residential real estate in Okatie, SC, as of 04/22/2024; 1% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-13 |
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