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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| MA | RA | APPROVED | 2014-01-28 |
Branch Locations
75 Second Avenue, Suite 310, Needham, MA 02494 • United States
Canton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2014 | Present |
| Core Wealth Advisory | Waltham | MA | 09/2021 | Present |
1. Fixed insurance sales; as of 01/24/2014; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, RJA, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/08/2024; 0% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, CWA, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 4/01/2024; 95% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-26 |
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