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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 | 2026-03-27 |
| CT | RA | APPROVED | 2018-10-05 |
Branch Locations
200 Glastonbury Blvd Suite 101, Glastonbury, CT 06033 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Farmington | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Farmington | CT | 11/2016 | 10/2018 |
| Commonwealth Financial Network | Waltham | MA | 10/2018 | Present |
| Heritage Capital Advisors, Llc | Glastonbury | CT | 10/2018 | Present |
1. Fixed insurance sales; As of 10/05/2018; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Heritage Capital Advisors, LLC a private entity est. to facilitate securities, advisory, and insurance Business; As of 10/24/2018; 5% time spent during business hours; Conducted at branch; Investment related. 3. Owner, Eastbury Financial Services, LLC, a private entity est. as an operating entity to facilitate investment advisory business; As of 01/23/2020; 60% time spent during regular business hours; Conducted at branch; Investment related. 4. Subleasing office space to Labor First; as of 12/01/2021; 0% of time spent during business hours; conducted at branch; investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-19 |
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