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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NJ | RA | APPROVED | 2014-05-09 |
Branch Locations
14 Mercer Street Suite #1, Hopewell, NJ 08525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2014 | Present |
| Clarus Group Llc | East Brunswick | NJ | 05/2014 | Present |
1. Fixed insurance sales; As of 5/9/14; 10% time spent during business hours; Conducted at branch location; Investment related. 2. President and owner, Master Plan Investment Group; a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 10/01/2019; 0% time spent during business hours; Conducted at branch; Investment related. 3. Speaker at The College of New Jersey, presentation on money management; Located at in Trenton, New Jersey; As of 11/19/2020; 4% of time spent during business hours; Not conducted at branch location; Not investment related. 4.Fixed insurance sales, with New York Life; as of 01/01/2021; 25% of time spent during business hours; Conducted at branch location; Investment related.5. Business Consultant, The Small Business Development Center at The College of New Jersey; as of 3/01/2021; 5% of time spent during business hours; Conducted at branch location; Not investment related. 6. Co-Owner, 14 Mercer Street LLC; an entity created for the purpose of buying and managing commercial real estate at 14 Mercer Street, Hopewell, NJ 08525, as of 01/17/2025; 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-30 |
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