Inactive

Lindsy Victoria Owens

Commonwealth Financial Network

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Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-08-20

MA RA
APPROVED

Since 2024-08-20

Branch Locations

75 Second Avenue Suite 420, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Thomaspartners, Inc.	Boston	MA	11/2014	08/2024
Commonwealth Financial Network	Waltham	MA	08/2024	Present
Harvest Wealth Management, Llc	Needham	MA	08/2024	Present

11/2014 → 08/2024

Thomaspartners, Inc.

Boston, MA
08/2024 → Present

Commonwealth Financial Network

Waltham, MA
08/2024 → Present

Harvest Wealth Management, Llc

Needham, MA

Designations

Other Names

Lindsy Owens

View on SEC IAPD

Other Firms

ARMSTRONG ADVISORY GROUP INC.

OSAIC WEALTH, INC.

GOODMAN ADVISORY GROUP, LLC

PARK AVENUE SECURITIES LLC

M HOLDINGS SECURITIES, INC.

INTEGRATED WEALTH CONCEPTS LLC

DARROW WEALTH MANAGEMENT

FREEMAN FINANCIAL LLC

Other Investors

MARC ALAN FANDETTI

BRENDAN KEVIN HAYES

SCOTT EVERETT WILSON

William Kurtz O'Connor

MICHELE CHRISTINE CROPLEY

Andrew Rudolph Haff

Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA

OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA

GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA

PARK AVENUE SECURITIES LLC · NEEDHAM, MA

OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA

M HOLDINGS SECURITIES, INC. · NEEDHAM, MA

INTEGRATED WEALTH CONCEPTS LLC · Needham, MA

DARROW WEALTH MANAGEMENT · NEEDHAM, MA

More in Needham, MA

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