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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-07
  • MA RA
    APPROVED
    Since 2025-11-07

Branch Locations

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

Somerville, MA • 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
Keenan Financial Boston MA 08/2024 09/2025
Esl Federal Credit Union Rochester NY 06/2021 08/2023
Lehigh University Bethlehem PA 08/2020 05/2024
Lehigh University Bethlehem PA 08/2021 05/2024
Irondequoit High School Rochester NY 09/2016 06/2020
Irondequoit Beer Company Rochester NY 02/2020 08/2020
Commonwealth Financial Network Waltham MA 09/2025 Present
  • 08/2024 → 09/2025
    Boston, MA
  • 06/2021 → 08/2023
    Esl Federal Credit Union
    Rochester, NY
  • 08/2020 → 05/2024
    Lehigh University
    Bethlehem, PA
  • 08/2021 → 05/2024
    Lehigh University
    Bethlehem, PA
  • 09/2016 → 06/2020
    Irondequoit High School
    Rochester, NY
  • 02/2020 → 08/2020
    Irondequoit Beer Company
    Rochester, NY
  • 09/2025 → Present
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-08
  • S65 Uniform Investment Adviser Law Examination
    2024-08-08

View on SEC IAPD

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