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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| MA | RA | APPROVED | 2015-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2015 | Present |
1. FIXED INSURANCE SALES; CONDCUTED AT BRANCH; INVESTMENT RELATED 2. PORT CAPITAL MANAGEMENT INC; OWNER; SECURITIES OPERATING COMPANY; CONDUCTED AT BRANCH; INVESTMENT RELATED. 3. PORT CAPITAL LLC: REAL ESTATE HOLDING COMPANY; CONDUCTED AT BRANCH; NOT INVESTMENT RELATED. 4. NXGLANOLA LLC; MEMBER; ENTITY CREATED TO OWN PASSIVE INVESTMENT; INVESTMENT RELATED; NOT CONDUCTED AT BRANCH 5. CO-OWNER, ANNIEKET & SONS, LLC, AN ENTITY CREATED FOR THE PURPOSE OF MANAGING RESIDENTIAL REAL ESTATE AT 210 SABALA ST., KETHCUM, ID 83340 AS OF 8/23/2022; LESS THAN 5% OF TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-04 |
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