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165 Main Street Suite 206-A, Medway, MA 02053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-03-19 |
| MA | RA | APPROVED | 1996-07-31 |
Branch Locations
165 Main Street Suite 206-A, Medway, MA 02053 • United States
759 Sw Federal Highway Suite 201-G, Stuart, FL 34994 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-01-28 |
| MA | RA | APPROVED | 2001-04-22 |
Branch Locations
165 Main Street, Suite 206-A, Medway, MA 02053 • United States
759 Sw Federal Highway Suite 201-G, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Norton Financial Consultants | Holliston | MA | 06/1984 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/1999 | Present |
1.Norton Financial Consultants, as insurance agent selling fixed insurance products, spends 10 or less % of time during market hours, conducted at branch, investment related. 2. Norton Financial Consultants, Investment Adviser Representative of registered investment adviser offering financial planning services, spends 25 % of time during market hours, conducted at branch, investment related. 3. Norton Financial Consultants, offering tax preparation services, spends 5% of time during market hours, conducted at branch, not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-04-17 |
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