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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| NC | RA | APPROVED | 2023-06-14 |
| MA | RA | APPROVED | 2001-04-11 |
Branch Locations
421 New Karner Road Suite 11, Albany, NY 12205 • United States
50 Salem Street Suite 200, Lynnfield, MA 01940 • United States
Pinehurst, NC • United States
Lynn, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Peabody | MA | 05/1990 | Present |
| Capital Management Partners, Llc | Peabody | MA | 01/1996 | Present |
1. Trustee On Real Estate Trusts (Kensington Park, Not Conducted At Branch, Non-Investment Related. 2. Insurance Sales Dba John Bevilacqua Conducted From Branch Office, Conducted At Branch, Investment Related. 3. Capital Management Partners, Llc,50% Owner And Member Of A Private Entity Created For Operating Securities Business;Conducted From Branch Office, Investment Related. 4. Bfa Inc. - President And Owner Of Private Entity, At Branch Location, Investment Related. 5. Owner Of Rental Property; Not Investment Related; Conducted At Branch Location. 6. Trustee Of Company Retirement Plan, Bfa, Inc. 401k; Investment Related; Conducted At Branch Location.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-11-24 |
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