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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-08-23 |
Branch Locations
131 Wayside Avenue, West Springfield, MA 01089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors Inc | Boston | MA | 10/2014 | 12/2016 |
| Blackrock | Boston | MA | 01/2017 | 07/2018 |
| Blackrock Investments, Llc | Boston | MA | 01/2017 | 07/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | Present |
| Pension & Benefits Associates, Inc. | West Springfield | MA | 08/2018 | Present |
1. Owner, Pension & Benefits Associates, Inc. a private entity established to facilitate securities, advisory, and insurance business; as of 01/02/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 4/01/2022; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-13 |
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