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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hb Financial Group, Llc | Amherst | MA | 07/2012 | 10/2023 |
| Commonwealth Financial Network | Waltham | MA | 09/2018 | Present |
| Hb Financial Group, Llc | Amherst | MA | 10/2023 | Present |
1. Fixed insurance sales; Located at 28 Amity Street, Suite 1C, Amherst, MA 01002, as of 02/29/2024; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-24 |
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