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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1995-02-28 |
Branch Locations
40 Shattuck Road Suite 233, Andover, MA 01810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 12/1994 | Present |
| Olson Financial Group | North Reading | MA | 12/1994 | Present |
1. Fixed insurance sales, as of 04/01/1982, 25% of time spent during business hours, conducted at branch location, investment related. 2. Owner of rental property located in Palm Beach, Aruba, as of 2021; 1% time spent during business hours; Not Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-06-10 |
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