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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2005-07-19 |
Branch Locations
197 First Avenue Suite 350, Needham, MA 02494 • United States
Burlington, MA • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2005 | Present |
| Wells Financial Partners, Llc | Newton | MA | 07/2005 | Present |
1. WELLS FINANCIAL PARTNERS, LLC; SELLING FIXED INSURANCE PRODUCTS, AT BRANCH LOCATION; SPENDS 1% OF TIME ENGAGED IN ACTIVITY; INVESTMENT RELATED. 2. PBD FINANCIAL LLC; SOLE OWNER OF ENTITY CREATED FOR SECURITIES BUSINESS; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-28 |
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