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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 | 2026-03-23 |
| IN | RA | APPROVED | 2017-03-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Merrillville | IN | 11/1977 | 02/2017 |
| Metlife Securities Inc. | Merrillville | IN | 11/1977 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2017 | Present |
| Wellinvest Partners | Merrillville | IN | 02/2017 | Present |
1. Fixed insurance sales conducted under 'Kashani & Kashani'. Investment related and conducted from branch location. 2.Co-Owner, Kmen Group LLC, an entity created for the purpose of Buying and managing Commercial real estate at Merrilville, as of 09/15/2017; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-03-11 |
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