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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 | 2026-03-23 |
| MI | RA | APPROVED | 2019-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte And Touche, Llp | Detroit | MI | 09/2015 | 09/2019 |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | Present |
1. Fixed insurance sales; as of 06/15/2021; Less than 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner & President, Calibeo Financial Group, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 7/11/2023; 100% time spent during business hours; Conducted at branch; Investment related. 3. Subleasing branch office space to Calibeo & Associates; Located in Utica, MI, as of 1/01/2024; Less than 1% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-31 |
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