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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-11 |
| NH | RA | APPROVED | 2023-07-27 |
| MA | RA | APPROVED | 1996-10-26 |
Branch Locations
1 Merrimac Street Suite 15, Newburyport, MA 01950 • United States
Nokomis, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Bradford | MA | 11/1994 | Present |
| Stephen M. Leavitt | Bradford | MA | 10/2016 | Present |
1. Fixed insurance sales, as of 1983, 12% of time spent during business hours, conducted at branch location, investment related. 2. Stephen M. Leavitt, MS, CFP, Inc., President and sole owner of entity created for securities business, as of 01/01/2013, 85% of time spent during business hours, conducted at branch location, investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-09-26 |
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