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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
775 Pleasant Street Number 17, Weymouth, MA 02189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2012 | 06/2024 |
| Commonwealth Financial Network | Waltham | MA | 06/2024 | Present |
1. Fixed insurance sales; as of 6/27/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Libra Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/08/2022; 5% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, National RE Investment, LLC, an entity created for the purpose of buying and managing commercial real estate, as of 01/16/2012; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-26 |
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