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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| ME | RA | APPROVED | 2002-10-01 |
Branch Locations
339 Main Street, Southwest Harbor, ME 04679 • United States
94 High Street, Belfast, ME 04915 • United States
31 Chestnut Street, Camden, ME 04843 • United States
34 Elm Street, Camden, ME 04843 • United States
22 School Street, Rockland, ME 04841 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2001 | Present |
| Allen Financial Group | Camden | ME | 04/2001 | Present |
1. Allen Agency Inc. President And Owner of Private Entity Created To Operate Securities And Insurance Business, Conducted At Branch, Investment Related. 2. Fixed Insurance Sales; Conducted at Branch, Investment Related. 3. CMF Real Estate Company And Millay House, LLC, Shareholder Owning 1/3 Of Each Of The Two Separate Real Estate Holding Companies, Conducted At Branch, Investment Related. 4. 94 High Street, LLC, Member And 25% Owner of A Private Entity Created for Owning Commercial Property used as Office Space For Allen Financial Group And Allen Agency, Inc., Located In Camden, Not Conducted At Branch, Investment Related. 6. Advisory Board Member, Sebago Technics; Located At 75 John Roberts Rd, Suite 4A, South Portland, ME 04106, As Of 6/25/2025; 1% of Time Spent During Business Hours; Not Conducted At Branch Location; Not Investment Related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-20 |
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