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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-08-23 |
Branch Locations
36 State Street Suite 8, North Haven, CT 06473 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp | North Haven | CT | 01/2004 | 10/2023 |
| Juniewic Financial Group | North Haven | CT | 10/2023 | 04/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | 04/2024 |
| Diastole Wealth Management | Guilford | CT | 05/2024 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Juniewic Financial Group | North Haven | CT | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-30 |
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