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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-01-13 |
Branch Locations
1 Village Green North Suite 122, Plymouth, MA 02360 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2014 | Present |
| With Integrity Wealth Management | Plymouth | MA | 01/2014 | Present |
1. Fixed Insurance Sales; as of 2014, 3% of time spent during business hours, investment related conducted at branch location. 2. Owner and president of S-Corp, Top Hat Advisory Services, Inc.; as of 04/18/2014, 5% of time spent during business hours, Investment related; not conducted at branch location. 3. Owner and seller of homemade crafted pen business; as of 07/20/2020; located at Plymouth, MA; 0% time spent during business hours; conducted at branch, investment related. 4. Co-owner of rental property owned through the Quinlan Family Trust located in Lincoln, NH, as of 02/25/2025; 1% of time spent during business hours; Not conducted at branch location; Investment related. 5. Co-Owner, With Integrity Operations, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2026; 4% time spent during business hours; Conducted at branch; Investment related. 6. Subleasing branch office space to Cozby & Co. through With Integrity Operations, LLC; Located in Plymouth, MA, as of 01/01/2026; 4% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-04 |
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