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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| OH | RA | APPROVED | 2017-04-24 |
Branch Locations
8044 Montgomery Road Suite 258, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2007 | 10/2022 |
| Miccoli & Associates Financial Services | Cincinnati | OH | 03/2007 | 12/2018 |
| Hillcrest Financial Group | Cincinnati | OH | 01/2019 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2022 | Present |
1.Hillcrest Financial Group, as insurance agent selling fixed insurance products, spends 5% of time,conducted at branch, investment related. 2. Hillcrest Financial Group, LLC, owner of a private entity created as the operating company for securities, investment advisory, and insurance business ,spends 100% of time, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-04-24 |
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