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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2017-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen Insurance And Financial | Camden | ME | 10/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2016 | Present |
1. Director, Rockland Savings Bank, a local privately owned bank; Located at 582 Main Street, Rockland, ME 04841; As of 08/17/2018; Approximately 1% time spent during securities trading hours per month; Not conducted at branch location; Not investment related. 2. Co-Owner of a residential rental property located in Camden, ME; As of 07/01/19; 1% time spent during regular business hours; Not conducted at branch; Investment related. 3. Fixed insurance sales; as of 12/07/2020; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-26 |
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