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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| WI | RA | APPROVED | 2001-06-29 |
Branch Locations
303 South Paterson Street Suite 7, Madison, WI 53703 • United States
951 Kimball Lane Suite 110, Verona, WI 53593 • United States
Mount Horeb, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Concord | NH | 04/1991 | Present |
1. Fixed insurance sales; As of 4/25/1991; <5% time spent during business hours; Conducted at branch location; Investment related. 2. President and Owner, Boyden Financial, Inc; a Private Entity established to facilitate Securities, advisory, and insurance Business; As of 1/1/2011; <5% time spent during business hours; Conducted at branch; Investment related. 3. Registered Agent with StorageShopUSA Mineral Pt Condo Association; Located in Pine Bluff, WI, as of 4/4/2019; 0% time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-12-22 |
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