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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 | 2026-03-26 |
| CT | RA | APPROVED | 2015-01-06 |
Branch Locations
697 Pomfret Street, Pomfret Center, CT 06259 • United States
392-A Merrow Road, Tolland, CT 06084 • United States
211 Kennedy Drive, Putnam, CT 06260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weiss And Hale Financial. Llc | Pomfret Center | CT | 08/2014 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2014 | Present |
| Whz Strategic Wealth Advisors | Pomfret Center | CT | 10/2024 | Present |
1.Fixed Insurance Sales; as of 2018; Less than 10% of time spent during business hours; Conducted at branch, Investment related. 2. Co-owner, WHZ Strategic Wealth, LLC dba WHZ Strategic Wealth Advisors; a private entity established to facilitate securities, advisory, and insurance business; as of 3/25/2014; 0% of time spent; Conducted at branch; Investment related. 3. Corporator, Jewett City Savings Bank; Located at 111 Main St., Jewett City, CT 06351; as of 4/01/2023; 0% time spent during business hours; Not conducted at branch location; Investment related. 4. Co-owner, Plan Well LLC a private entity created for owning office property located in Pomfret Center, CT as of 09/01/2023; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-19 |
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