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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| MA | RA | APPROVED | 2013-02-01 |
Branch Locations
303 Wyman Street Suite 275, Waltham, MA 02451 • United States
46 Railroad Avenue Suite 203, Duxbury, MA 02332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2013 | Present |
| Wealth Planning Resources Llc | Waltham | MA | 01/2013 | Present |
1. Wealth Planning Resources LLC, as insurance agent selling selling fixed life insurance, fixed annuities, and disability insurance, spends 50% of time during market hours, conducted at branch, investment related. 2. Owner & President, William Berry Financial Planning, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 4/01/2022; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-27 |
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