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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-23
MA RA APPROVED 2021-01-22
  • TX RA
    APPROVED_RES
    Since 2026-03-23
  • MA RA
    APPROVED
    Since 2021-01-22

Branch Locations

100 Conifer Hill Drive Suite #301, Danvers, MA 01923 • 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
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
  • 05/2018 → 08/2018
    Farmer's Kitchen
    Granby, CT
  • 01/2015 → 05/2018
    Chesters Coffee Shop At Gordon College
    Wenham, MA
  • 09/2018 → Present
    Waltham, MA
Other Businesses

1. Fixed insurance sales; as of 4/15/2026; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-19
  • S66 Uniform Combined State Law Examination
    2020-10-19
Other Names
  • Cassia Shoaf

View on SEC IAPD

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