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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 | 2026-03-23 |
| CT | RA | APPROVED | 2021-04-29 |
Branch Locations
447 Naubuc Avenue Suite 111, Glastonbury, CT 06033 • United States
2514 Boston Post Road Suite 4C, Guilford, CT 06437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Glastonbury | CT | 10/2005 | 04/2021 |
| Massmutual Life Insurance Co | Glastonbury | CT | 09/2005 | 04/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | Present |
| Meritage Financial Strategies, Llc | South Glastonbury | CT | 04/2021 | Present |
1. Fixed insurance sales; as of 02/15/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Bounce is Gold, LLC, an entity created for the purpose of buying and managing commercial real estate at 447 Naubuc Avenue, Suite 111, Glastonbury, CT 06033, as of 02/15/2021; 1% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, Meritage Financial Strategies, LLC; a private entity established to facilitate securities and advisory business; as of 02/15/2021; less than 1% of time spent during business hours; Conducted at branch; Investment related. 4. Advisor, Truthifi, Inc., Located at 128 Moores Mill Mt Rose Rd. Hopewell, NJ, as of 02/01/2023; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-06 |
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