James Patrick Leahey

Commonwealth Financial Network

Claim This Profile

Current Employers

Commonwealth Financial Network

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2011-03-14

MA RA
APPROVED

Since 2011-03-14

Branch Locations

275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States

Winchendon, MA • 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

Organization	City	State	From	To
Commonwealth Finanical Network	Waltham	MA	08/2008	Present

08/2008 → Present

Commonwealth Finanical Network

Waltham, MA

Previous Registrations

2004-09-24 → 2006-12-13

Opus Investment Management, Inc.

Worcester, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-04

S66 Uniform Combined State Law Examination

2025-08-04

View on SEC IAPD

Other Firms

MONTIS FINANCIAL, LLC

PROSPECT HILL GROWTH PARTNERS, L.P.

BALLENTINE PARTNERS

TRANSAMERICA FINANCIAL ADVISORS, LLC

CONSOLIDATED PORTFOLIO REVIEW CORP

OLD IRONSIDES ENERGY, LLC

SEAMANS CAPITAL MANAGEMENT, LLC

INTEGRATED WEALTH CONCEPTS LLC

Other Investors

Randall Krail Schaible

TIMOTHY ROBERT BROWN

DANIEL JAY TRAUB

CASANDRA ANN JOHNSON

JOHN MICHAEL YANCHEK

TUCKER PATRICK DONAHOE

Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA

PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA

BALLENTINE PARTNERS · WALTHAM, MA

BALLENTINE PARTNERS · WALTHAM, MA

BALLENTINE PARTNERS · Waltham, MA

BALLENTINE PARTNERS · Waltham, MA

BALLENTINE PARTNERS · Waltham, MA

BALLENTINE PARTNERS · Waltham, MA

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor