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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-10-30 |
Branch Locations
One India Street Suite 205, Boston, MA 02109-3304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Boston | MA | 02/1994 | Present |
| Beacon Investment Management, Llc | Boston | MA | 08/1999 | Present |
1. Fixed insurance sales, as of 08/19/1999, 10% of time spent during business hours, at the branch location, investment related. 2. Beacon Investment Management LLC - managing partner and owner of private entity created to operate securities business, as of 08/19/1999, 5% of time spent during business hours, at the branch location, investment related. 3. Co-Trustee; long-term friend; as of 08/20/2021; 3% of time spent during business hours; conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-01 |
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