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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-06 |
| MI | RA | APPROVED | 2010-04-14 |
Branch Locations
1624 West Centre, Portage, MI 49024 • United States
The Villages, FL • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2005 | Present |
| Commonwealth Financail Network | Portage | MI | 07/2005 | Present |
1. Fixed insurance sales, as of 2005, at branch location, investment related. 2. Centre Real Estate, LLC - member and Co-owner of entity created to own branch office building, as of 01/01/2003, less than 10% of time spent during business hours, not investment related. 3. Certified divorce financial analyst, as of 02/20/2008, 5% of time spent during business hours, at branch location, not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-05-23 |
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