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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 |
| MA | RA | APPROVED | 2014-03-04 |
Branch Locations
100 Conifer Hill Drive Suite 409, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2010 | Present |
| Sherr Financial | Lynnfield | MA | 05/2010 | Present |
1. Fixed insurance sales; conducted at branch location; investment related. 2. Co-owner, Trident Benefit Solutions, LLC, DBA SFA Benefits; a private entity involved in employee group benefits consulting as of 09/21/2018; Approximately 10% time spent during securities trading hours per month; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-29 |
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