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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 |
| GA | RA | APPROVED | 2022-11-23 |
| FL | RA | APPROVED | 2001-12-17 |
Branch Locations
599 9Th Avenue North Suite 312, Naples, FL 34102-5627 • United States
Big Canoe, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 12/2001 | Present |
| Stoia Financial | Naples | FL | 12/1985 | Present |
1) FIXED INSURANCE SALES FROM BRANCH LOCATION; INVESTMENT RELATED. 2) Executive Director of charitable foundation, Anne Embree Charitable Foundation. Not investment related. Conducted at branch location. 3) Trustee for non family related ILIT; As of 01/20/2011; less than 1% time spent during business hours; Investment related and conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-05 |
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