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Tejas Borse

Commonwealth Financial Network

Medway, MA

Waltham, MA

Medford, MA

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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-08-06
  • MA RA
    APPROVED
    Since 2019-08-06

Branch Locations

Medway, MA • United States

275 Wyman Street, Ste. 400, Waltham, MA 02451 • UNITED STATES

Medford, MA • 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
OrganizationCityStateFromTo
First Republic Securities Company Llc Boston MA 10/2015 05/2017
First Republic Investment Management Boston MA 10/2015 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Acton MA 08/2017 07/2019
Bank Of America, N.A. Acton MA 08/2017 07/2019
Commonwealth Financial Network Waltham MA 07/2019 Present
Previous Registrations
  • 2017-08-14 → 2019-07-23
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Acton, MA
    Boston, MA
    Chestnut Hill, MA
    Acton, MA
    Boston, MA
    Waltham, MA
  • 2015-11-18 → 2017-05-16
    J.P. Morgan Private Wealth Advisors Llc
    Boston, MA
    San Francisco, CA
  • 2014-03-03 → 2015-10-28
    Morgan Stanley
    Manchester By The Sea, MA
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-27
S63 Uniform Securities Agent State Law Examination 2012-09-14
  • S65 Uniform Investment Adviser Law Examination
    2014-05-27
  • S63 Uniform Securities Agent State Law Examination
    2012-09-14
Other Names
  • Tejas Laxman Borse
  • Tejas Borse

View on SEC IAPD

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