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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-11-09 |
Branch Locations
697 Pomfret Street, Pomfret Center, CT 06259 • United States
392-A Merrow Road, Tolland, CT 06084 • United States
211 Kennedy Drive, Putnam, CT 06260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whz Strategic Wealth Advisors | Pomfret Center | CT | 06/2019 | Present |
| People's United Bank | Hartford | CT | 02/2016 | 06/2019 |
| Commonwealth Financial Network | Waltham | MA | 06/2019 | 01/2023 |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | Present |
Fixed insurance sales; Located at 697 Pomfret Street, Pomfret Center, CT 06259, as of 03/13/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-01 |
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