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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-07 |
| MI | RA | APPROVED | 2014-12-08 |
Branch Locations
333 Albert Ave Suite 400, East Lansing, MI 48823 • 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 | 12/2014 | Present |
1. Fixed insurance sales' conducted at branch location; approximately less than 5% time spent during business hours; investment related. 2. Co-owner & Corporate Secretary, Financial Technology, Inc.; company used to facilitate securities business and TPA services as of 6/07/2022; Less than 1% of time spent during business hours; Conducted at branch location; Investment related. 3. Speaker, part of a panel on networking tactics; Located in East Lansing, MI, as of 11/8/2022; Less than 1% of time spent during business hours; No conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-22 |
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