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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-09-02 |
Branch Locations
175 Highland Avenue, Suite 304, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Point Financial, Llc | Boston | MA | 07/2012 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2012 | Present |
1) Vantage Point Financial, LLC; Fixed insurance sales; Investment related; at branch location. 2) Owner, Vantage Point Financial, LLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 01/18/2018; Approximately 90% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-23 |
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