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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-03-13
  • MA RA
    APPROVED
    Since 2024-03-13

Branch Locations

45 Bristol Drive Suite 206, South Easton, MA 02375 • United States

197 First Avenue Suite 350, Needham, MA 02494 • 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
Wells Financial Partners Needham MA 05/2021 Present
University Of Massachusetts Amherst Amherst MA 09/2019 05/2023
Xaverian Brothers High School Westwood MA 09/2015 05/2019
Dedham Country And Polo Club Dedham MA 05/2019 09/2019
Dedham Country And Polo Club Dedham MA 05/2020 08/2020
  • 05/2021 → Present
    Wells Financial Partners
    Needham, MA
  • 09/2019 → 05/2023
    University Of Massachusetts Amherst
    Amherst, MA
  • 09/2015 → 05/2019
    Xaverian Brothers High School
    Westwood, MA
  • 05/2019 → 09/2019
    Dedham Country And Polo Club
    Dedham, MA
  • 05/2020 → 08/2020
    Dedham Country And Polo Club
    Dedham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-06
  • S66 Uniform Combined State Law Examination
    2024-03-06

View on SEC IAPD

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