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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 | 2026-03-24 |
| MA | RA | APPROVED | 2014-02-18 |
Branch Locations
197 First Avenue Suite 350, Needham, MA 02494 • United States
785 Washington Street, Canton, MA 02021 • United States
45 Bristol Drive Suite 206, South Easton, MA 02375 • United States
793 Washington St Unit 8, Canton, MA 02021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | South Easton | MA | 06/1999 | Present |
| Legatus Wealth | South Easton | MA | 09/2018 | Present |
1. Fixed insurance sales; as of 8/17/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner of rental property located in Lincoln, NH, as of 11/25/2017; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-07 |
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