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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-09-28
MA RA APPROVED 2022-08-02
  • NJ RA
    APPROVED
    Since 2022-09-28
  • MA RA
    APPROVED
    Since 2022-08-02

Branch Locations

1 Harris Street, Newburyport, MA 01950 • United States

201 Montgomery St. Second Floor, Jersey City, NJ 07302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avedro, Inc. Waltham MA 06/2011 12/2019
Glaukos San Clemente CA 12/2019 Present
Port Wealth Management Newburyport MA 06/2020 Present
Commonwealth Financial Network Waltham MA 06/2020 Present
  • 06/2011 → 12/2019
    Avedro, Inc.
    Waltham, MA
  • 12/2019 → Present
    Glaukos
    San Clemente, CA
  • 06/2020 → Present
    Port Wealth Management
    Newburyport, MA
  • 06/2020 → Present
    Waltham, MA
Other Businesses

Fixed insurance sales; Located at One Harris Street, Newburyport, MA 01950, as of 06/04/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-08
  • S66 Uniform Combined State Law Examination
    2022-03-08

View on SEC IAPD

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