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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-26 |
| MA | RA | APPROVED | 2018-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hyannis | MA | 03/2016 | 03/2018 |
| Commonwealth Financial Network | Watham | MA | 03/2018 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Benz Financial Services, Inc.'; As of 10/01/19; 5% time spent during regular business hours; Conducted at branch; Investment related. 2. Co-owner, Benz Financial Services, Inc. dba Benz Financial Group; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2026; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-27 |
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