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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 |
| NJ | RA | APPROVED | 2011-08-22 |
Branch Locations
67 Beaver Ave Quincy Building - 2Nd Floor, Annandale, NJ 08801 • United States
Belmar, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Economic Concepts, Inc. | Annandale | NJ | 10/2001 | Present |
| Caston Avenida | Annandale | NJ | 07/2007 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2011 | Present |
1. Economic Concepts, Inc. - president of entity created for securities and fixed insurance business, as part owner, co-trustee of company 401k, and insurance agent, conducted at branch, investment related. 2. Marco partners - president and managing partner of family limited partnership, at branch location, investment related. 3. Trustee for non-family related trusts at branch location, not investment related 4. Part owner of La Familia LLC, entity created to own and operate boat; not investment related; not conducted at branch location. 5. Part owner of economic concepts advisory services, entity created to receive compensation from advisory business. Investment related and conducted from branch.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-07 |
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