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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-21 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
100 Ledgewood Place Suite 204, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Waltham | MA | 05/2006 | 02/2023 |
| Nylife Securities | Waltham | MA | 06/2006 | 02/2023 |
| Eagle Strategies Llc | Waltham | MA | 12/2008 | 02/2023 |
| Doyle & Minsky Financial, Llc | Hingham | MA | 03/2012 | 06/2022 |
| Minsky Financial Group, Llc | Hingham | MA | 03/2021 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2023 | Present |
1. Fixed insurance sales; as of 12/20/2022; 25% of time spent during business hours; Conducted at branch location; Investment related. 2. Insurance Brokerage; as of 09/2022; 25% of time spent during business hours; Conducted at branch location; Investment related. 3. Owner, Minsky Financial Group, LLC, a private entity established to facilitate advisory, and insurance business; as of 02/02/2021; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-04 |
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