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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2000-07-07 |
Branch Locations
74 Bedford Street, Lexington, MA 02420 • United States
Belmont, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lexington Financial Group | Lexington | MA | 05/1987 | Present |
| Commonwealth Equity Services, Inc. | Lexington | MA | 07/1993 | Present |
1. SELLING FIXED INSURANCE AT BRANCH LOCATION, INVESTMENT RELATED. 2.LFG INSURANCE AGENCY, 50% OWNER OF INSURANCE AGENCY AT BRANCH LOCATION, INVESTMENT RELATED. 3. SJM ASSOCIATES, INC.- PRESIDENT AND SOLE OWNER OF AN ENTITY CREATED FOR SECURITIES BUSINESS, CONDUCTED AT BRANCH LOCATION, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-14 |
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