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Brian Wolff

Commonwealth Financial Network

Burlington, MA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-08-28
  • MA RA
    APPROVED
    Since 2024-08-28

Branch Locations

1 Van De Graaff Drive Suite 500, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Barclays Capital Inc. New York NY 06/2015 06/2017
Cbre Group Inc Chesterbrook PA 08/2017 01/2018
Brooklyn Boulders Somerville MA 02/2019 03/2021
Paychex Wilmington MA 03/2021 03/2024
Axial Financial Group Burlington MA 04/2024 07/2024
Lyft Boston MA 03/2018 01/2019
Commonwealth Financial Network Waltham MA 04/2024 07/2024
Axial Financial Group Burlington MA 07/2024 Present
Commonwealth Financial Network Waltham MA 07/2024 Present
  • 06/2015 → 06/2017
    Barclays Capital Inc.
    New York, NY
  • 08/2017 → 01/2018
    Cbre Group Inc
    Chesterbrook, PA
  • 02/2019 → 03/2021
    Brooklyn Boulders
    Somerville, MA
  • 03/2021 → 03/2024
    Paychex
    Wilmington, MA
  • 04/2024 → 07/2024
    Axial Financial Group
    Burlington, MA
  • 03/2018 → 01/2019
    Lyft
    Boston, MA
  • 04/2024 → 07/2024
    Commonwealth Financial Network
    Waltham, MA
  • 07/2024 → Present
    Axial Financial Group
    Burlington, MA
  • 07/2024 → Present
    Commonwealth Financial Network
    Waltham, MA
Other Businesses

Fixed insurance sales; as of 3/01/2025; 15% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-03
S63 Uniform Securities Agent State Law Examination 2015-08-06
  • S66 Uniform Combined State Law Examination
    2024-07-03
  • S63 Uniform Securities Agent State Law Examination
    2015-08-06
Other Names
  • Brian Hunter Wolff

View on SEC IAPD

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Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
RISK PARADIGM GROUP, LLC · Burlington, MA

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