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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-11 |
Branch Locations
16524 Pointe Village Drive Suite 200, Lutz, FL 33558 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Springhill | FL | 01/2016 | 11/2016 |
| Wells Fargo Bank Na | Spring Hill | FL | 01/2016 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Springhill | FL | 11/2016 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | Present |
1. Tax Preparation, Addessi Financial Partners; as of 01/01/2024; 10% of time spent during business hours; conducted at branch; Not investment related. 2. Fixed insurance sales; as of 01/01/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-13 |
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