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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
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 | 02/2012 | 12/2023 |
| Riverstone Wealth Management | Rhinebeck | NY | 02/2012 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | Present |
1. Fixed Insurance sales, as of 06/10/2013, spends 5% of time during market hours, conducted at branch, investment related. 2. RiverStone Wealth Management, Inc., DBA RiverStone Private Wealth Advisors, president and owner of private entity setup as operation company for securities, investment advisory and insurance business, as of 02/17/2012, spends 100% of time during market hours, conducted at branch, investment related. 3. Maples Homestead, LLC, 100% owner of private real estate holding company that owns building in which branch operates and renting remaining space to other business, as of 02/01/2016, spends 5% time during market hours, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-13 |
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