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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2020 | Present |
| Patrick's Pub & Eatery | Gilford | NH | 01/2017 | 03/2020 |
| University Of New Hampshire | Durham | NH | 08/2016 | 05/2020 |
| Foundry Financial Group | Laconia | NH | 05/2019 | 08/2019 |
| Atlantic Safety Products | Pittsfield | NH | 05/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-14 |
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