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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-05-14 |
Branch Locations
301 North Park Avenue Suite A, Winter Park, FL 32789 • 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 | 04/2014 | Present |
1.FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. BREED'S HILL WEALTH MANAGEMENT, LLC. MEMBER AND 50% OWNER OF ENTITY CREATED FOR OPERATING SECURITIES BUSINESS. INVESTMENT RELATED, AT BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-09 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-28 |
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