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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | East Hartford | CT | 08/2016 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Engler Financial Llc | East Hartford | CT | 07/2024 | Present |
Fixed insurance sales; Located in East Hartford, CT, as of 01/01/1999, 1% time spent during business hours; Conducted at branch location; Investment related. Owner, Engler Financial LLC, a private entity established to facilitate securities, advisory, and insurance business; Located in East Hartford, CT as of 01/01/1999; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-28 |
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