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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-03-07 |
Branch Locations
296 Main Street, Williamstown, MA 01267 • United States
31 Main Street, Stockbridge, MA 01262 • United States
111 Silver Lake Boulevard, Pittsfield, MA 01201 • United States
54 Front Street, Scituate, MA 02066 • United States
77 Granite Street, Quincy, MA 02169 • United States
279 Union Street, Rockland, MA 02370 • United States
85 Main Street Suite 100, North Adams, MA 01247 • United States
101 South St., Pittsfield, MA 01201 • United States
795 Main Street, Williamstown, MA 01267 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Lee | MA | 07/2012 | 12/2017 |
| Commonwealth Financial Network | Waltham | MA | 03/2018 | Present |
1. Fixed insurance sales; as of 1/24/2018; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Fixed insurance referrals; as of 6/23/2026; Less than 2.5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-13 |
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