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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
3000 East Ridge Road, Irondequoit, NY 14622 • United States
6206 Slocum Road, Ontario, NY 14519 • 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 | 03/2003 | 10/2023 |
| Weller Group Llc | Ontario | NY | 12/2010 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | Present |
| Weller Financial Group | Ontario | NY | 10/2024 | Present |
1. Fixed Insurance Sales, as an Agent, under the name Weller Group, LLC; as of 02/04/2003; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Agent, KAFL, Inc,; refers new fixed insurance business; as of 11/14/2018; Approximately less than 5% of time spent during securities hours; conducted at branch location; investment related 3. Co-Owner, Weller Group, LLC, a private entity established to facilitate securities business; as of 01/01/2009; 100% of time spent during business hours; Conducted at branch location; Investment related. 4. Slocum Road Properties, LLC, offering snowplowing services; As of 11/01/2018; Approximately 0% of time spent during business hours; Conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-31 |
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