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Timothy Van Kleeck Helman

Commonwealth Financial Network

Newburyport, 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 2015-07-16
  • MA RA
    APPROVED
    Since 2015-07-16

Branch Locations

7 Prince Place Unit 102, Newburyport, MA 01950 • 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
Commonwealth Financial Network Waltham MA 06/2014 11/2023
The Blanchette Financial Group Newburyport MA 11/2023 Present
Commonwealth Financial Network Waltham MA 11/2023 Present
Other Businesses

1. Fixed insurance sales; Located at 7 Prince Place Unit 102, Newburyport, MA 01950, as of 08/01/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, The Blanchette Financial Group, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 09/06/2024; 99% time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-07
  • S66 Uniform Combined State Law Examination
    2015-07-07

View on SEC IAPD

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