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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 | 2026-03-25 |
| CT | RA | APPROVED | 2005-05-16 |
Branch Locations
180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2005 | Present |
| Tjb Financial Services, Inc. | East Hartford | CT | 05/2005 | 10/2024 |
| Omnica Wealth | Windsor | CT | 10/2024 | Present |
1. Owner, TJB Financial Services, Inc., a private entity established to facilitate securities business; as of 12/11/2009, 100% of time spent during business hours, Conducted at branch location; Investment related. 2. Selling fixed insurance products, as an Agent, under the name TJB Financial Services, Inc.; as of 06/1993, 10% of time spent during business hours, Conducted at branch location; Investment related. 3. Member and Part Owner, Cliffside Cottage, LLC, a private entity created for the purpose of owning and managing a residential rental property located in St. James, Jamaica; as of 10/15/2013, Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-08 |
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