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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 |
| FL | RA | APPROVED | 2008-04-03 |
Branch Locations
2200 North Commerce Parkway Suite 202, Weston, FL 33326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2008 | Present |
| Family Wealth Partners | Weston | FL | 04/2008 | Present |
1. Family Wealth Partners, LLC, as insurance agent selling fixed insurance products, spends 10% of time during market hours, conducted at branch, investment related. 2. Family Wealth Partners, LLC, Owner, Operating Manager and Secretary of private entity created as operating company for securities, investment advisory, and insurance business, spends 100% of time during market hours, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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