Kimberlee Fricker

Current Employers

Commonwealth Financial Network

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2018-04-23

MA RA
APPROVED

Since 2018-04-23

Branch Locations

19 Assinippi Avenue, Norwell, MA 02061 • 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

Organization	City	State	From	To
Worthpartners, Llc	Quincy	MA	12/2009	Present
Commonwealth Financial Network	Waltham	MA	11/2013	Present
The Financial Services Group	Quincy	MA	11/2013	Present

12/2009 → Present

Worthpartners, Llc

Quincy, MA
11/2013 → Present

Commonwealth Financial Network

Waltham, MA
11/2013 → Present

The Financial Services Group

Quincy, MA

Other Businesses

1. CLIENT SERVICES FOR TAX PREPARATION BUSINESS; NON-INVESTMENT RELATED. 2. Authorized signor for company retirement plan. Investment related and conducted from branch location.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-12-14

S66 Uniform Combined State Law Examination

2017-12-14

Other Names

Kimberlee Connelly
Kimberlee Connelly

View on SEC IAPD

Current Employers

Commonwealth Financial Network

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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