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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-05-17 |
Branch Locations
50 Salem Street Suite 200, Lynnfield, MA 01940 • 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 |
|---|---|---|---|---|
| Winslow, Evans & Crocker, Inc. | Boston | MA | 08/2008 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2017 | Present |
| Capital Management Partners, Llc | Peabody | MA | 05/2017 | Present |
1. Fixed insurance sales; as of 01/17/2018; Approximately 5% Time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Pickleball Instructor Located in Lynnfield, MA, as of 06/12/2024; 0% time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Ambassador, Selkirk Pickleball Products; Located in Lynnfield, MA; as of 7/01/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-29 |
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