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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 |
| RI | RA | APPROVED | 2006-01-03 |
Branch Locations
640 George Washington Highway Building B, St 203, Lincoln, RI 02865 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2006 | Present |
| Paul Santucci Financial Services | Greenville | RI | 01/2007 | Present |
1. Fixed insurance sales, as of 2005, 10% of time spent during business hours, conducted at branch, investment related. 2. Cortland Financial Services, Inc., doing business as Paul Santucci Financial Services, president and owner of private entity setup as operating company for securities, investment advisory, and insurance business, as of 12/2002, 100% of time spent during business hours, conducted at branch, investment related. 3. Elected official, Rhode Island State Representative District 53; Located at 82 Smith St., Providence, RI, 02903 as of 1/07/2025; 5% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-26 |
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