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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-03-28
MA RA APPROVED 2011-01-03
  • CT RA
    APPROVED
    Since 2022-03-28
  • MA RA
    APPROVED
    Since 2011-01-03

Branch Locations

275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Other Businesses

Fixed insurance sales; as of 1/31/2023; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-17
  • S66 Uniform Combined State Law Examination
    2010-12-17
Designations

View on SEC IAPD

Other Firms

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