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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| MA | RA | APPROVED | 2016-05-09 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
3 Oak Street, Westborough, MA 01581 • United States
Westborough, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Westborough | MA | 07/1985 | Present |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. 3 OAK STREET, LLC - MEMBER AND 24.5% OWNER OF ENTITY CREATED TO OWN BRANCH OFFICE BUILDING, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-11-15 |
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