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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 | 2026-03-24 |
| IN | RA | APPROVED | 2016-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2016 | Present |
1. Co-Owner, Eagle Crest Financial Services Inc., a private entity est. to facilitate securities, advisory, and insurance business; As of 01/01/20; 5% time spent during regular business hours; Conducted at branch; Investment related. 2. Owner, Kieffner Advising, LLC, a private entity established as an S-Corp for personal tax and accounting purposes; As of 01/01/2018; 5% time spent during regular business hours; Conducted at branch; Investment related. 3. Fixed insurance sales, as an Agent, under the name 'Eagle Crest Financial Services'; Conducted at branch; Investment related. 4. Part Owner, BKT Properties, LLC, entity est. to own and manage commercial and residential property located in Jasper, IN; As of 02/26/19; 1% time during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-11 |
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