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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-10-15
  • MA RA
    APPROVED
    Since 2024-10-15

Branch Locations

1 Harris Street, Newburyport, MA 01950 • United States

Marblehead, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Salem MA 02/2009 03/2021
Salem Five Cents Savings Bank Salem MA 02/2009 03/2021
Raymond James Financial Services Advisors Beverly MA 03/2021 09/2021
Raymond James Financial Services, Inc. Beverly MA 03/2021 09/2021
Boston Harbor Wealth Advisors Westborough MA 03/2021 09/2021
Rockland Trust Bank, Investment Management Group Peabody MA 12/2021 10/2024
Lpl Financial Llc Peabody MA 04/2022 10/2024
Commonwealth Financial Network Waltham MA 10/2024 Present
Port Wealth Management Newburyport MA 10/2024 Present
  • 02/2009 → 03/2021
    Salem, MA
  • 02/2009 → 03/2021
    Salem Five Cents Savings Bank
    Salem, MA
  • 03/2021 → 09/2021
    Raymond James Financial Services Advisors
    Beverly, MA
  • 03/2021 → 09/2021
    Raymond James Financial Services, Inc.
    Beverly, MA
  • 03/2021 → 09/2021
    Boston Harbor Wealth Advisors
    Westborough, MA
  • 12/2021 → 10/2024
    Rockland Trust Bank, Investment Management Group
    Peabody, MA
  • 04/2022 → 10/2024
    Peabody, MA
  • 10/2024 → Present
    Waltham, MA
  • 10/2024 → Present
    Port Wealth Management
    Newburyport, MA
Previous Registrations
Other Businesses

1. Fixed insurance sales; Located at One Harris Street, Newburyport, MA 01950, as of 09/25/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2., Owner, J.G. Meakin Company, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 11/15/2024; 5% time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-27
  • S66 Uniform Combined State Law Examination
    2006-10-27
Other Names
  • John G Meakin

View on SEC IAPD

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