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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-16 |
Branch Locations
180 East Main Street Ste 4B, Gloucester, MA 01930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Providence | RI | 02/2010 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | Present |
| Engineered Wealth Solutions | Gloucester | MA | 08/2024 | Present |
1. Fixed insurance sales; Located at 108 E Main St, Suite 4B, Gloucester, MA 01930, as of 10/15/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Engineered Wealth Solutions, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 08/21/2024; 75% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-07 |
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