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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| MA | RA | APPROVED | 2021-01-22 |
Branch Locations
100 Conifer Hill Drive Suite #301, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmer's Kitchen | Granby | CT | 05/2018 | 08/2018 |
| Chesters Coffee Shop At Gordon College | Wenham | MA | 01/2015 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 09/2018 | Present |
1. Fixed insurance sales; as of 4/15/2026; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-19 |
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