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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| MD | RA | APPROVED | 2015-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartman Financial, Inc. | Fallston | MD | 01/2015 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2015 | Present |
1. Fixed Insurance Sales; Investment Related; Conducted at branch 2. Owner, Michele Hartman Financial Services; a private entity established to facilitate securities, advisory, and insurance business; as of 9/18/2025; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-20 |
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