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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-06 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 06/2017 | 07/2018 |
| New York Life Insurance Company | Waltham | MA | 05/2017 | 07/2018 |
| Bentley University | Waltham | MA | 09/2013 | 05/2017 |
| Msl Group | Waltham | MA | 05/2016 | 04/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2022 | Present |
| Brown Brothers Harriman | Boston | MA | 07/2018 | 05/2022 |
1. Driver, Uber Eats; Located in Waltham, MA 02451, as of 01/01/2022; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Driver, DoorDash; Located in Waltham, MA 02451, as of 01/01/2022; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-30 |
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