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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
Branch Locations
20 Walnut Street Suite 202, Wellesley, MA 02481 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentinel Securities | Reading | MA | 02/2006 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2018 | 07/2025 |
| Farther | Wellesley | MA | 07/2025 | Present |
1. President and Owner, Huard Financial Group, Inc., a private entity established to facilitate securities, advisory, and insurance business; As of 06/25/2018; Approximately 98% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales, as an Agent; As of 06/25/2018; Approximately 2% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-14 |
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