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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2007-03-21 |
Branch Locations
15 Chesterfield Road Suite 205, East Lyme, CT 06333 • United States
340 Hebron Avenue, Glastonbury, CT 06033 • United States
41 East Main Street, Avon, CT 06001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gottfried & Somberg Wealth Management, Llc | Glastonbury | CT | 06/2006 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2006 | Present |
1. Fixed Insurance Sales; less than 5% time spent during business hours; as of 01/01/2012; conducted from branch location; investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-20 |
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