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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-22 |
| MD | RA | APPROVED | 2022-11-21 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plotkin Financial Advisors | Chevey Chase | MD | 08/2011 | 05/2021 |
| Independent Financial Group | Chevy Chase | MD | 10/2011 | 10/2022 |
| Commonwealth Financial Network | Waltham | MA | 11/2022 | Present |
Consultant, Plotkin Financial Advisors, LLC; Located at 8401 Connecticut Ave #400, Chevy Chase, MD 20815; as of 05/03/2021; 0% of time spent during business hours; Not Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-17 |
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