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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 2025-06-16
  • TX RA
    APPROVED
    Since 2025-06-16

Branch Locations

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

Houston, TX • 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
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
  • 06/2020 → Present
    Waltham, MA
  • 01/2017 → 03/2020
    Patrick's Pub & Eatery
    Gilford, NH
  • 08/2016 → 05/2020
    University Of New Hampshire
    Durham, NH
  • 05/2019 → 08/2019
    Foundry Financial Group
    Laconia, NH
  • 05/2016 → 09/2016
    Atlantic Safety Products
    Pittsfield, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-14
  • S66 Uniform Combined State Law Examination
    2024-12-14

View on SEC IAPD

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