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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-09-08 |
Branch Locations
16524 Pointe Village Drive Suite 200, Lutz, FL 33558 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2010 | Present |
| Addessi Financial Partners | Lutz | FL | 08/2010 | Present |
1. FIXED INSURANCE SALES UNDER NAME ADDESSI FINANCIAL PARTNERS, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. ADDESSI FINANCIAL PARTNERS, TAX PREPARER, CONDUCTED AT BRANCH, NOT INVESTMENT RELATED. 3. NOTARY PUBLIC, CONDUCTED AT BRANCH, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-08 |
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