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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| TN | RA | APPROVED | 2015-01-02 |
| CT | RA | APPROVED | 2004-07-07 |
Branch Locations
1369 Southford Road, Southbury, CT 06488 • United States
45 Rockefeller Plaza Suite 2000, New York, NY 10111 • United States
Whitesburg, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2004 | 12/2023 |
| Wise Wealth | Prospect | CT | 07/2004 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | Present |
1.Wise Wealth, as insurance agent offering fixed insurance products, as of 04/27/2011, spends 5% or less of time during market hours, conducted at branch, investment related. 2. Wise Wealth, LLC, president and co-owner of private entity established as an operating company for securities, advisory, and insurance business, as of 07/01/2018, spends 100% time during market hours, conducted at branch, investment related. 3. Co-owner, Triple J3 Holdings, LLC; an entity created for the purpose of owning & managing real estate at 201 & 203 East Main St., Rogersville, TN 37875; as of 8/09/2024; 1% time spent during business hours; Not conducted at branch; Investment related. 2. Co-owner, 1369 Southford Road, LLC; an entity created for the purpose of managing office real estate at 1369 Southford Rd, Southbury, CT 06488; as of 06/10/2025; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-07-07 |
| S65 | Uniform Investment Adviser Law Examination | 1995-07-07 |
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