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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MA | RA | APPROVED | 2024-03-21 |
Branch Locations
855 Boylston Street #1000, Boston, MA 02116 • United States
Jamaica Plain, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Frederick Gunn School | Washington | CT | 06/2017 | 08/2018 |
| The Vanguard Group | Malvern | PA | 06/2022 | 08/2022 |
| Bentley University | Waltham | MA | 08/2020 | 03/2022 |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | 01/2025 |
| The Frederick Gunn School | Washington | CT | 08/2015 | 05/2019 |
| Bentley University | Waltham | MA | 08/2019 | 05/2022 |
| Clearfront Advisory | Stanfordville | NY | 01/2025 | 08/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 08/2025 |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | Present |
| Clearfront Advisory | Boston | MA | 08/2025 | Present |
Fixed insurance sales; Located at 855 Boylston Street, #1000, Boston, MA 02116, as of 08/25/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-07 |
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