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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 | 2026-03-24 |
| CT | RA | APPROVED | 2017-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Stamford | CT | 11/2011 | 03/2017 |
| Commonwealth Financial Network | Waltham | MA | 03/2017 | Present |
1. Fixed insurance sales conducted under Bailey & Beatty Financial Services, LLC. Investment related. Conducted from branch location. 2. Sole owner, DMD Financial, LLC a Private Entity established to facilitate Securities, advisory, and insurance Business; Located at Danbury, CT as of 10/01/2018; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Co-owner, Bailey & Beatty Financial, LLC a Private Entity established to facilitate Securities, advisory, and insurance Business; Located at Danbury, CT as of 10/01/2018; Approximately 100% time spent during securities trading hours per month; Conducted at branch location; Investment related. 4. Subleasing branch office space to The Archidesign Group, LLC; Located in Danbury, CT, as of 1/01/2025; 0% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-25 |
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