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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 | 2026-03-24 |
| MA | RA | APPROVED | 2008-04-16 |
Branch Locations
35 Braintree Hill Office Park Suite 102, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2019 | Present |
| Bestgen Wealth Management, Llc | Braintree | MA | 04/2014 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2008 | 03/2019 |
1. Fixed insurance sales; as of 10/2005, 12% of time spent during business hours, investment related; conducted at branch. 2. Bestgen Wealth Management, LLC; owner of operating company; as of 03/2/2014, 100% of time spent during business hours, investment related; conducted at branch 3. Trustee of company retirement plan, Bestgen Wealth Management, LLC Profit Sharing Plan. As of 12/2016, 0% of time spent during business hours, Investment related and conducted from branch location. 4. E Health; Medicare product referrals; as of 12/01/21; Less than 5% of time spent during business hours; not investment related; conducted at branch.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-03 |
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