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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-28 |
| NJ | RA | APPROVED | 2023-06-22 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
11911 Ne 1St Street Suite 306, Bellevue, WA 98005 • United States
420 Lexington Avenue Suite 1613, New York, NY 10170 • United States
145 Palisade Street Suite 200, Dobbs Ferry, NY 10591 • United States
6571 Spring Brook Ave, Rhinebeck, NY 12572 • United States
New Providence, NJ • United States
420 Lexington Ave, Suite 1613, New York, NY 10170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-07 |
Branch Locations
420 Lexington Ave, Suite 1613, New York, NY 10170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2014 | Present |
1. Fixed insurance sales, as of 02/2021, 5% of time spent during business hours, Investment related. Conducted from branch location. 2. Investment Adviser Representative of Longwave Financial, LLC. As of 2017, 5% of time spent during business hours, Investment related, conducted from branch location. 3. Co-Owner, Longwave Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 02/27/2024; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-30 |
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