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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-25 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • UNITED STATES
Boxford, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stancorp Equities, Inc. | Woburn | MA | 08/2001 | 12/2018 |
| Stancorp Investment Advisers, Inc. | Woburn | MA | 12/2000 | 12/2018 |
| E*Trade Securities Llc | Boston | MA | 02/2019 | 12/2019 |
| E*Trade Capital Management Llc | Boston | MA | 02/2019 | 12/2019 |
| Savvi Financial Llc | Waltham | MA | 01/2020 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-14 |
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