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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-06-16 |
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 | Waltham | MA | 06/2005 | Present |
| Beacon Investment Management | Boston | MA | 06/2005 | Present |
RENTAL PROPERTY; NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-28 |
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