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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2015 | 10/2020 |
| Commonwealth Financial Network | Waltham | MA | 10/2020 | 10/2023 |
| Weller Group Llc | Ontario | NY | 10/2020 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | Present |
1. Fixed insurance sales; Located at 6206 Slocum Rd, Ontario NY 14519, as of 10/16/2020; 0% time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Weller Group LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-13 |
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