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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MA | RA | APPROVED | 2020-07-24 |
Branch Locations
1700 West Park Drive Suite 340, Westborough, MA 01581 • United States
250 First Avenue Suite 102, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Wellesley | MA | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Wellesley | MA | 03/2017 | 07/2020 |
| Massmutual Life Insurance Company | Wellesley | MA | 07/2016 | 07/2020 |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | Present |
| Boston Wealth Strategies | Needham | MA | 07/2020 | Present |
1. Fixed insurance sales; as of 04/21/2020; 10% time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Altara Wealth, Inc., a private entity est. to facilitate securities, advisory, and insurance business; As of 05/15/13; Greater than 90% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-03-28 |
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