Best Investors Account Sign in
Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-06-16
  • MA RA
    APPROVED
    Since 2020-06-16

Branch Locations

One India Street Suite 205, Boston, MA 02109-3304 • 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
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 06/2005 Present
Beacon Investment Management Boston MA 06/2005 Present
Previous Registrations
  • 2010-01-27 → 2020-06-30
    Beacon Investment Management, Llc
    Boston, MA
  • 2009-10-23 → 2009-12-31
    Beacon Investment Management, Llc
    Boston, MA
Other Businesses

RENTAL PROPERTY; NON-INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-12
S63 Uniform Securities Agent State Law Examination 1989-11-28
  • S66 Uniform Combined State Law Examination
    2009-03-12
  • S63 Uniform Securities Agent State Law Examination
    1989-11-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor