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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 |
| MA | RA | APPROVED | 2022-09-27 |
Branch Locations
108 East Main Street Suite 2, Gloucester, MA 01930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M.E Dellicker Construction Co. | Holliston | MA | 05/2014 | 06/2017 |
| Safe Port Financial | Gloucester | MA | 06/2017 | 01/2018 |
| Commonwealth Financial Network | Waltham | MA | 11/2017 | 01/2018 |
| Eaton Vance Management | Boston | MA | 01/2018 | 01/2019 |
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2018 | 01/2019 |
| Eaton Vance Management | Boston | MA | 01/2019 | 07/2019 |
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2019 | 07/2019 |
| Eaton Vance Management | Boston | MA | 07/2019 | 09/2022 |
| Eaton Vance Distributors, Inc. | Boston | MA | 07/2019 | 09/2022 |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | Present |
| Safe Port Financial Associates, Llc | Gloucester | MA | 09/2022 | Present |
Fixed insurance sales; as of 02/22/2023; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-12 |
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