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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 | 2026-05-27 |
| MD | RA | APPROVED | 2017-09-19 |
Branch Locations
9841 Washingtonian Blvd Suite 235, Gaithersburg, MD 20878 • United States
Rockville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 09/2010 | 09/2017 |
| Commonwealth Financial Network | Waltham | MA | 09/2017 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
| Stonehedge Financial | Gaithersburg | MD | 10/2025 | Present |
1. FIXED INSURANCE SALES - LIFE(TERM/UNIVERAL/WHOLE), FIXED ANNUITIES, AND LONG-TERM CARE INSURANCE, AS OF 07/14/2017; APPROXIMATELY 5% TIME SPENT DURING SECURITIES TRADING HOURS PER MONTH; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED. 2. STONEHEDGE FINANCIAL, LLC, PRESIDENT AND OWNER OF A PRIVATE ENTITY CREATED AS THE OPERATING COMPANY FOR SECURITIES, INVESTMENT ADVISORY, AND INSURANCE BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-05 |
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