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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 | 2026-03-27 |
| MA | RA | APPROVED | 2013-10-28 |
Branch Locations
500 Edgewater Drive, 511A, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2013 | Present |
| Lignum Wealth Management | Wakefield | MA | 10/2013 | Present |
1. Owner, Wakeman Wealth Management, an S-Corporation created for operating securities business; as of 01/01/2014, 100% of time spent during business hours, Conducted at branch location; Investment related. 2. Fixed Insurance Sales; as of 10/25/2013, 10% of time spent during business hours, Conducted at branch location; Investment related. 3. Member of Boxford Town Finance Committee, review and approve town budget; as of 10/30/2013, 0% of time spent during business hours, Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-22 |
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