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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-11 |
| CT | RA | APPROVED | 2015-07-30 |
Branch Locations
180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States
10 Arapahoe Road, West Hartford, CT 06107 • United States
318 Main St, Farmington, CT 06032 • United States
9696 Bonita Beach Rd Suite 204, Bonita Springs, FL 34135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2015 | Present |
1. Fixed insurance sales, as an Agent; As of 07/16/15; 10% time spent during business hours; Conducted at branch; Investment related. 2. Co-Owner, Full Coverage Inc. a private entity established to facilitate securities, advisory business and acting as an insurance agency; As of 09/10/19; Less than 5% time spent during business hours; Conducted at branch; Investment related. 3. Owner, Agency Wealth Partners, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of 06/30/2017; Greater than 80% of time spent during business hours; Conducted at branch; investment related. 4. Co-Owner, KPCL, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 10/20/2021; 100% of time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, MAKquisitions, LLC; acquisition company for fixed insurance; as of 09/30/21; Approximately 1% time spent during business hours; Not conducted from Branch location; Investment related. 6. Owner, DRVN Founders LLC; private entity involved in operating a car club; Located in Naples, FL; as of 3/08/2025 0% of time spent during business hours; Not conducted at branch location; Not investment related. 7. Owner, Paro Advisory LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 6/08/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-29 |
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