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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 | 2026-03-26 |
| CT | RA | APPROVED | 2006-10-19 |
Branch Locations
697 Pomfret Street, Pomfret Center, CT 06259 • United States
392-A Merrow Road, Tolland, CT 06084 • United States
211 Kennedy Drive, Putnam, CT 06260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2006 | Present |
| Weiss, Hale & Zahansky Strategic Wealth Advisors | Pomfret Center | CT | 10/2006 | 10/2024 |
| Whz Strategic Wealth Advisors | Pomfret Center | CT | 10/2024 | Present |
1. Fixed Insurance Sales; as of 2018; Less than 10% of time spent during business hours; Conducted at branch, Investment related. 2. Co-owner, Plan Well LLC a private entity created for owning office property located in Pomfret Center, CT as of 01/01/2008; 1% time spent during business hours; Conducted at branch; Investment related. 3. Owner, Clear Bay Asset Management; a private entity established to facilitate securities, advisory, and insurance business; Located in Pomfret Center, CT; as of 07/08/2025; 20% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-25 |
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