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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
Branch Locations
75 Second Avenue, Suite 310, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R.W. Roge & Company, Inc. | Beverly | MA | 08/2024 | 02/2026 |
| Electric Insurance Company | Beverly | MA | 06/2010 | 08/2024 |
| Core Wealth Advisory | Needham | MA | 02/2026 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
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