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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-07-02 |
Branch Locations
990 Enchanted Way Suite 107, Simi Valley, CA 93065 • United States
Thousand Oaks, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2009 | 07/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
1. Fixed insurances sales; Conducted at branch location, Invested related 2. Co-owner, Bruins, LLC; a private entity leasing property from FANDAB, LLC for vineyard operations; Located at 31251 Highway 146, Soledad, CA 93960; as of 5/05/2026; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Co-owner, FANDAB, LLC; an entity created for the purpose of leasing land to Bruins, LLC for vineyard operations at 31251 Highway 146, Soledad, CA 93960, as of 7/06/2026; 1% time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-23 |
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