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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-10 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
9180 Brendan Preserve Court, Bonita Springs, FL 34135 • United States
345 Delaware Avenue Suite 2B, Delmar, NY 12054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2003 | Present |
1. Fixed insurance sales, as of 2003, conducted at branch, investment related. 2. Renting real estate property located in Slingerland, NY, as of 2003, 0% of time spent during business hours, not conduct at branch location, not investment related. 3. Bryant Asset Protection, Inc., vice president & co-owner of private entity created for insurance business, as of 2009, 2% of time spent during business hours, conducted at branch, investment related. 4. Owner, Ravines Capital, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 03/29/2023; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-05-11 |
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