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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NJ | RA | APPROVED | 2021-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Iselin | NJ | 03/2017 | 11/2021 |
| Massachusetts Mutual Life Insurance Company | Iselin | NJ | 07/2016 | 11/2021 |
| Commonwealth Financial Network | Waltham | MA | 11/2021 | Present |
| Reilly Financial Group, Llc | Cranford | NJ | 11/2021 | Present |
1. Fixed insurance sales; as of 11/15/2021; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Reilly Financial Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 07/07/2016; 50% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, RKM Financial, LLC; a private entity established to facilitate insurance business; as of 4/01/2008; 0% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner & Managing Partner, Mekatr Properties, LLC; an entity created for the purpose of managing commercial real estate in Metuchen, NJ, as of 11/01/2021; 1% of time spent during business hours; Conducted at branch; Investment related. 5. Advisory Board Member, Thriv - lifestyle conference; Located at Metuchen, NJ, as of 10/01/2022; 1% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
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