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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coughlin Giambrone, Llc | New Hartford | NY | 05/2009 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2009 | Present |
1.FIXED INSURANCE SALES, AT BRANCH OFFICE, INVESTMENT RELATED. 2.TRUSTEE FOR FAMILY RELATED TRUST, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 3.SUNY INSTITUTE OF TECHNOLOGY - TEACH RETIREMENT PLANNING COURSES, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 4.COUGHLIN GIAMBRONE, LLC, 50% OWNER OF ENTITY CREATED FOR SECURITIES PRACTICE, AT BRANCH OFFICE, INVESTMENT RELATED. 5. TRUSTEE FOR NON FAMILY RELATED TRUST, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 6. CO-OWNER, GIAMBRONE COUGHLIN REALTY, LLC AN ENTITY CREATED FOR THE PURPOSE OF BUYING AND OWNING COMMERCIAL PROPERTY LOCATED AT NEW HARTFORD NY, AS OF 09/01/2018; APPROXIMATELY LESS THAN 5% TIME SPENT DURING SECURITIES TRADING HOURS PER MONTH; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-08 |
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