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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-09-17 |
Branch Locations
793 Washington St Unit 8, Canton, MA 02021 • United States
25 Bay Road Unit 4, Duxbury, MA 02332 • United States
785 Washington Street, Canton, MA 02021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fitzwilliam Financial | Canton | MA | 04/2007 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2007 | Present |
| Strategic Financial Alliance | Canton | MA | 10/2024 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Fitzwilliam Financial'; Conducted at branch; Investment related. 2. Owner of rental property located in Duxbury, MA, as of 1/01/2023; 0% time spent during business hours; Not conducted at branch location; Investment related. 3. Owner, Strategic FA, LLC DBA Strategic Financial Alliance; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-23 |
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