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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-29 |
Branch Locations
250 First Avenue Suite 102, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lmcg Investments, Llc | Boston | MA | 04/2016 | 02/2024 |
| Foreside Fund Services, Llc | Boston | MA | 12/2016 | 02/2024 |
| One Charles Private Wealth | Hingham | MA | 02/2024 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | 06/2025 |
| Boston Wealth Strategies | Needham | MA | 04/2025 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
| Boston Wealth Strategies | Needham | MA | 06/2025 | Present |
Fixed insurance sales; as of 08/28/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-30 |
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