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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 |
| NJ | RA | APPROVED | 2020-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epa Financial Services, Corp | Toms River | NJ | 08/1991 | 11/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2015 | 11/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2015 | 11/2017 |
| Ameriprise Financial Advisors Inc. | Toms River | NJ | 11/2017 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | Present |
| Epa Financial Services | Toms River | NJ | 01/2020 | Present |
1.President and Part Owner, EPA Financial Services, Inc., a private entity est. to facilitate securities, advisory, and insurance business; As of 01/08/20; 5% time spent during regular business hours; Conducted at branch; Investment related. 2.Fixed insurance sales, as an Agent, under the name 'EPA Financial Services'; As of 01/08/20; 1% time spent during regular business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-10 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-07 |
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