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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| MA | RA | APPROVED | 2004-08-17 |
Branch Locations
1700 West Park Drive Suite 340, Westborough, MA 01581 • 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 | 08/2004 | Present |
| Sullivankreiss Financial, Inc. | Northborough | MA | 01/2005 | 09/2025 |
| Boston Wealth Strategies | Westborough | MA | 09/2025 | 09/2025 |
| Altara Wealth | Westborough | MA | 09/2025 | Present |
1. Fixed insurance sales; as of 2004; 1% of time spent during business hours; conducted from branch location; investment related. 2. Co-Owner, Altara Wealth Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 09/01/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-14 |
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