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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-25 |
| NH | RA | APPROVED | 2017-02-03 |
Branch Locations
400 Amherst Street Suite 303, Nashua, NH 03063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Contractor | Denver | CO | 01/2016 | 12/2016 |
| Commonwealth Financial Network | Waltham | MA | 02/2017 | Present |
| Acorn Financial | Nashua | NH | 02/2017 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Acorn Financial'; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-01 |
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