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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-02-10 |
Branch Locations
400 Donald Lynch Blvd Ste 103, Marlborough, MA 01752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2016 | Present |
1) FIXED INSURANCE SALES; INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION. 2) CORPORATOR, CLINTON SAVINGS BANK; AS OF 05/2013; APPROXIMATELY 0% TIME SPENT DURING SECURITIES TRADING HOURS PER MONTH; NOT CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-16 |
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