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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-06-03
TX RA APPROVED_RES 2021-10-21
MA RA APPROVED 2004-05-18
  • GA RA
    APPROVED
    Since 2025-06-03
  • TX RA
    APPROVED_RES
    Since 2021-10-21
  • MA RA
    APPROVED
    Since 2004-05-18

Branch Locations

Falmouth, MA • United States

752 Oglethorpe Ave Suite 2, St Simons Island, GA 31522 • United States

4101 Parkstone Heights Suite 260, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 11/2002 Present
Sharp & Linhart Financial Strategies Waltham MA 01/2007 Present
Other Businesses

Fixed insurance sales; as of 1999; 2.5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-28
S63 Uniform Securities Agent State Law Examination 1993-08-17
  • S66 Uniform Combined State Law Examination
    2003-10-28
  • S63 Uniform Securities Agent State Law Examination
    1993-08-17

View on SEC IAPD

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