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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-09-29 |
Branch Locations
10 Forbes Rd Suite #440 West, Braintree, MA 02184 • United States
Feeding Hills, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samuel Financial, Llc | Dedham | MA | 05/2016 | 09/2020 |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | 09/2020 |
| Samuel Financial, Llc | Dedham | MA | 09/2020 | 01/2022 |
| Commonwealth Financial Network | Waltham | MA | 09/2020 | Present |
| Longtide Financial Partners | Braintree | MA | 01/2022 | Present |
Co-owner, Longtide Financial Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2022; Less than 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-10 |
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