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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2002-06-08 |
Branch Locations
50 Braintree Hill Office Park Suite 206, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services | Waltham | MA | 08/2001 | Present |
| Lexington Financial, Inc. | Braintree | MA | 10/1998 | Present |
1. KEVIN P. MARTIN & ASSOCIATES, P.C. - SENIOR TAX MANAGER AND CPA PROVIDING TAX PREPARATION AND AUDITING SERVICES AT BRANCH LOCATION, NOT INVESTMENT RELATED. 2. LEXINGTON FINANCIAL, INC - FIXED INSURANCE SALES, AS AGENT, AT BRANCH LOCATION, INVESTMENT RELATED. 3. EJD INSURANCE AGENCY, INC.-FIXED INSURANCE SALES, AS AGENT, AT THE BRANCH LOCATION, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-03 |
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