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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 |
| NH | RA | APPROVED | 2023-09-06 |
| MA | RA | APPROVED | 2012-03-06 |
Branch Locations
197 First Avenue Suite 350, Needham, MA 02494 • United States
Windham, NH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2011 | Present |
| Wells Financial Partners, Llc | Newton | MA | 03/2016 | Present |
1. Fixed insurance sales, as of 07/21/2017; approximately 1% time spent during securities trading hours per month; conducted at branch location; investment related 2. Owner, Invest 365 LLC, a marketing company; as of 11/03/2020; 5% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, PNC Holding, LLC, an entity created for buying and managing real estate in Weymouth, MA 02189, as of 07/16/2024; 0% of time spent during business hours; Conducted at branch; Investment related. 4. Owner/Managing Partner, Point MGMT, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Needham, MA 02494; as of 04/01/2026; 25% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-10 |
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