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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2012-10-24 |
Branch Locations
333 Albert Ave Suite 400, East Lansing, MI 48823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2012 | Present |
| Financial Technology, Inc. | East Lansing | MI | 09/2012 | Present |
1. Fixed insurance sales; 25% of time spent during business hours; conducted at branch location; investment related. 2. Co-owner, Vice President & Shareholder; Financial Technology, Inc.; company used to facilitate securities business and TPA services as of 6/01/2022; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-09 |
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