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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-09-29 |
Branch Locations
104 Middle Street, Hadley, MA 01035 • United States
Hadley, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2011 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | 07/2026 |
| Shorepoint Advisory Group | Hadley | MA | 01/2026 | 07/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Shorepoint Advisory Group | Hadley | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-13 |
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