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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| FL | RA | APPROVED | 2016-06-21 |
| CT | RA | APPROVED | 2013-04-29 |
Branch Locations
45 South Main Street Suite 201, West Hartford, CT 06107 • United States
Lakewood Ranch, FL • United States
225 Main Street Suite 204, Westport, CT 06880 • 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 | 04/2013 | Present |
Fixed insurance sales, as of 04/29/2013, 5% of time spent during business hours, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-02-14 |
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