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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| VT | RA | APPROVED | 2003-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Place Financial Advisors | Brattleboro | VT | 08/1999 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/2000 | Present |
| Longview Wealth Advisors, Llc | Brattleboro | VT | 06/2025 | Present |
1. Fixed insurance sales; as of 08/2004; 3% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Longview Wealth Advisors, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 05/30/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-15 |
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