Sara Danielle Kappos

Current Employers

Employment History

• 02/2013 → Present
  Blue Hills Wealth Management
  Quincy, MA
• 09/2013 → 11/2025
  Commonwealth Financial Network
  Waltham, MA
• 11/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2025 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2014-09-22 → 2025-11-17
  Commonwealth Financial Network
  Plymouth, MA
  Carver, MA

Other Businesses

1. ROMAINE FINANCIAL SERVICES DBA BLUE HILLS WEALTH MANAGEMENT, 36 Cordage Park Circle, Plymouth MA 02360, United States, START DATE 09/2013, Vice President, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 5 HR/MO TRADING. 2. THE AMERIFLEX GROUP, 8475 W Sunset Road, Suite 101, Las Vegas NV 89113, United States, START DATE 10/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, IR, 170 HR/MO, 100 HR/MO TRADING. 3. ROMAINE FINANCIAL SERVICES DBA BLUE HILLS WEALTH MANAGEMENT, 36 Cordage Park Circle, Suite 328, Plymouth MA 02360, United States, START DATE 02/2024, Provide leads to CPA Marc Mansfield and collect a flat fee per lead, Referrals, NIR, 1 HR/MO, 1 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-11
• S63 Uniform Securities Agent State Law Examination
  2014-04-30

Designations

Other Names

• Sara Romaine
• Sara Danielle Romaine