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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-07-01 |
| NJ | RA | APPROVED | 2011-08-22 |
Branch Locations
67 Beaver Ave Quincy Building - 2Nd Floor, Annandale, NJ 08801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Economic Concepts, Inc. | Annadale | NJ | 11/1990 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2011 | Present |
1. Economic Concepts, Inc. - part owner of entity created for securities, advisory, and fixed insurance business, investment related. 2. Fixed insurance sales at branch location, investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
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