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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-28 |
| MA | RA | APPROVED | 2022-08-02 |
Branch Locations
1 Harris Street, Newburyport, MA 01950 • United States
201 Montgomery St. Second Floor, Jersey City, NJ 07302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
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