Daniel Joseph Gilmore

Commonwealth Financial Network

Claim This Profile

Current Employers

Commonwealth Financial Network

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-04-25

MA RA
APPROVED

Since 2023-04-25

Branch Locations

275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States

Dedham, MA • 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

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	07/2021	Present
Granite Telecommunications	Quincy	MA	06/2019	07/2021
State Street Corporation	Quincy	MA	11/2013	06/2019

07/2021 → Present

Commonwealth Financial Network

Waltham, MA
06/2019 → 07/2021

Granite Telecommunications

Quincy, MA
11/2013 → 06/2019

State Street Corporation

Quincy, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-15

S66 Uniform Combined State Law Examination

2023-04-15

View on SEC IAPD

Other Firms

MONTIS FINANCIAL, LLC

PROSPECT HILL GROWTH PARTNERS, L.P.

BALLENTINE PARTNERS

TRANSAMERICA FINANCIAL ADVISORS, LLC

CONSOLIDATED PORTFOLIO REVIEW CORP

OLD IRONSIDES ENERGY, LLC

SEAMANS CAPITAL MANAGEMENT, LLC

INTEGRATED WEALTH CONCEPTS LLC

Other Investors

Randall Krail Schaible

TIMOTHY ROBERT BROWN

DANIEL JAY TRAUB

CASANDRA ANN JOHNSON

JOHN MICHAEL YANCHEK

TUCKER PATRICK DONAHOE

Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA

PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA

BALLENTINE PARTNERS · WALTHAM, MA

BALLENTINE PARTNERS · WALTHAM, MA

BALLENTINE PARTNERS · Waltham, MA

BALLENTINE PARTNERS · Waltham, MA

BALLENTINE PARTNERS · Waltham, MA

BALLENTINE PARTNERS · Waltham, MA

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor