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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2010-09-03 |
Branch Locations
22 Free Street Suite 202, Portland, ME 04101 • 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 | 09/2010 | Present |
| Fore River Financial | Portland | ME | 09/2010 | Present |
1. Fixed insurance sales; As of 10/01/2010; 25% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Fore River Financial, LLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; As of 1/30/2019; 100% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner of rental property located in Portland, ME, as of December 2013; 1% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-01-08 |
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