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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-03-28 |
| MA | RA | APPROVED | 2011-01-03 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2022 | 12/2024 |
| Weiss, Hale & Zahansky Strategic Wealth Advisors | Pomfret Center | CT | 03/2022 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2008 | 03/2022 |
| Whz Strategic Wealth Advisors | Pomfret Center | CT | 10/2024 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
Fixed insurance sales; as of 1/31/2023; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-17 |
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