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Allison Dagostino

Commonwealth Financial Network

Waltham, MA

Medford, MA

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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 2019-05-29
  • MA RA
    APPROVED
    Since 2019-05-29

Branch Locations

275 Wyman Street, Ste. 400, Waltham, MA 02451 • UNITED STATES

Medford, 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 Danvers MA 01/2013 11/2017
Coastal Capital Group, Inc. Danvers MA 05/2015 04/2019
Commonwealth Financial Network Waltham MA 05/2019 Present
Previous Registrations
  • 2018-07-30 → 2019-04-30
    Timescale Financial, Inc.
    Danvers, MA
  • 2013-08-26 → 2017-11-07
    Lpl Financial Llc
    Danvers, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-21
S63 Uniform Securities Agent State Law Examination 2007-08-20
  • S65 Uniform Investment Adviser Law Examination
    2013-08-21
  • S63 Uniform Securities Agent State Law Examination
    2007-08-20
Other Names
  • Allison Ann Kelley
  • Allison Ann Dagostino
  • Allison A Dagostino

View on SEC IAPD

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