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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-03 |
Branch Locations
250 First Avenue Suite 102, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Wellesley | MA | 09/2015 | 03/2017 |
| Mml Investors Services, Llc | Wellesley | MA | 03/2017 | 07/2020 |
| Massmutual Life Insurance Co | Wellesley | MA | 07/2016 | 07/2020 |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | 03/2025 |
| Boston Wealth Strategies | Needham | MA | 07/2020 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Boston Wealth Strategies | Needham | MA | 04/2025 | Present |
1. Owner of rental property located in Watertown MA; as of 09/2015; 0% time spent during business hours; Not conducted at branch location; Investment related. 2. Fixed insurance sales; as of 9/03/2025; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-03 |
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