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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-09-13
  • MA RA
    APPROVED
    Since 2023-09-13

Branch Locations

35 Braintree Hill Office Park Suite 102, Braintree, MA 02184 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Massachusetts Dartmouth Dartmouth MA 09/2018 05/2022
Gleeson Powers, Inc Southborough MA 05/2021 09/2021
Buyer's Edge Platform Waltham MA 11/2020 01/2021
Richmond Hardware Braintree MA 01/2016 03/2020
Braintree High School Braintree MA 09/2014 09/2018
Hirst Financial Independence Planning, Inc. Fall River MA 06/2022 02/2023
Hirst Financial Independence Planning, Inc. Fall River MA 02/2023 09/2023
Cwm, Llc Omaha NE 02/2023 09/2023
Commonwealth Financial Network Waltham MA 09/2023 Present
Bestgen Wealth Management, Llc Braintree MA 09/2023 Present
  • 09/2018 → 05/2022
    University Of Massachusetts Dartmouth
    Dartmouth, MA
  • 05/2021 → 09/2021
    Gleeson Powers, Inc
    Southborough, MA
  • 11/2020 → 01/2021
    Buyer's Edge Platform
    Waltham, MA
  • 01/2016 → 03/2020
    Richmond Hardware
    Braintree, MA
  • 09/2014 → 09/2018
    Braintree High School
    Braintree, MA
  • 06/2022 → 02/2023
    Hirst Financial Independence Planning, Inc.
    Fall River, MA
  • 02/2023 → 09/2023
    Hirst Financial Independence Planning, Inc.
    Fall River, MA
  • 02/2023 → 09/2023
    Omaha, NE
  • 09/2023 → Present
    Waltham, MA
  • 09/2023 → Present
    Bestgen Wealth Management, Llc
    Braintree, MA
Previous Registrations
  • 2023-02-27 → 2023-09-05
    Falls River, MA
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-04
  • S65 Uniform Investment Adviser Law Examination
    2022-11-04

View on SEC IAPD

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