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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 | 2026-04-08 |
| NH | RA | APPROVED | 2022-04-06 |
| MA | RA | APPROVED | 2009-12-14 |
Branch Locations
175 Highland Avenue Suite 304, Needham, MA 02494 • United States
36 Maplewood Ave, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 12/2009 | Present |
Fixed Insurance sales, as of 11/23/2009, 5% of time spent during business hours, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-15 |
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