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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 | 2014-10-27 |
Branch Locations
108 Grove Street Suite 306, Worcester, MA 01605 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fallon Clinic | W. Boylston | MA | 12/1993 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2014 | Present |
| Larson, Potter, Stratton & Cote Financial | Worcester | MA | 04/2018 | Present |
| Strategic Financial Divorce Planning | Worcester | MA | 04/2018 | Present |
1. SELLING FIXED INSURANCE; CONDUCTED AT BRANCH; INVESTMENT RELATED. 2. NOTARY PUBLIC; CONDUCTED AT BRANCH; NOT INVESTMENT RELATED. 3. Owner, Larson Wealth Management, Inc a private entity established to receive compensation for advisory business from Commonwealth; Located in Worcester, MA, as of 05/01/2024; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-14 |
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