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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 | 2026-03-30 |
| MA | RA | APPROVED | 2004-03-24 |
Branch Locations
27 Garden Street Suite 1A, Danvers, MA 01923 • United States
537 Main Street (Rte.28), Suite #2F, Harwichport, MA 02646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Pension & Benefit Group, Llp | Danvers | MA | 05/1998 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/1998 | Present |
1. Co-Owner, New England Wealth Management, LLC, private entity created for securities and insurance business; as of 06/01/2010, 100% of time spent during business hours, Conducted at branch; Investment related. 2. Fixed insurance sales, As of 12/10/09; 1% of time spent during business hours, Conducted at branch; Investment related. 3. Member and Co-Owner, Ten Minas, LLC, private entity created to own branch office property; as of 01/01/2006, 0% of time spent during business hours, Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-08 |
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