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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2004-08-18 |
Branch Locations
16524 Pointe Village Drive Suite 200, Lutz, FL 33558 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Addessi Financial Partners, Inc. | Lutz | FL | 09/1998 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2004 | Present |
1.Fixed insurance sales under name Addessi Financial Partners, conducted at branch, investment related. 2. Addessi Financial Partners, offering tax preparation services, conducted at branch, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-05 |
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