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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibm Corp | Princeton | NJ | 02/1989 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2014 | Present |
| Larson, Potter, Stratton & Cote Financial | Worcester | MA | 04/2018 | Present |
1. Fixed insurance sales; as of 2014, 5% of time spent during business hours, investment related; conducted at branch location. 2. Co-Owner, Stratton & Son Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 12/15/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-trustee for life insurance trust (non-client); as of 2014, Less than 1% of time spent during business hours, not investment related; not conducted at branch.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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