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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-02 |
Branch Locations
75 Second Avenue Suite 420, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Wealth Management | Needham | MA | 04/2016 | 11/2024 |
| Harvest Wealth Management | Needham | MA | 11/2024 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 11/2024 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Harvest Wealth Management, Llc | Needham | MA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-26 |
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