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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
2255 Glades Road Suite 324A, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Lantana | FL | 02/2014 | 11/2016 |
| Wells Fargo Bank Na | Lantana | FL | 01/2012 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Lantana | FL | 11/2016 | 05/2022 |
| Commonwealth Financial Network | Waltham | FL | 05/2022 | Present |
| Lealta Private Wealth Management | Boca Raton | FL | 05/2022 | Present |
1.Fixed insurance sales; as of 5/18/2022; 20% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, DMY Properties, LLC; an entity created for the purpose of owning real estate in Boca Raton, FL, as of 12/30/2024; 0% time spent during business hours; Not conducted at branch; Investment related. 3. Co-owner, Statewide Windows & Doors, Inc.; window and door sales & installation; Located at 3725 Investment Lane, West Palm Beach, FL 33404; as of 02/14/2023; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 4. Co-owner, Statewide Roofing Partners, LLC; roof repair & Replacement; Located at 3725 Investment Lane, West Palm Beach, FL 33404; as of 02/14/2023; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 5. Co-Owner, SW Riviera Beach Warehouse, LLC, an entity created for the purpose of buying and managing commercial real estate at 3725 Investment Lane, West Palm Beach, FL 33404, as of 02/14/2024; 0% of time spent during business hours; Not Conducted at branch; Investment related. 6. Co-owner, Statewide Media, Inc.; non-operational holding company; Located at 3725 Investment Ln, West Palm Beach, Fl 33404; as of 10/30/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-15 |
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