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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-07-15 |
Branch Locations
3 Enterprise Drive Suite 401, Shelton, CT 06484 • United States
3 Enterprise Drive Fourth Floor, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-10-02 |
Branch Locations
3 Enterprise Drive Fourth Floor, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Springfield | MA | 07/2017 | 11/2017 |
| Coastal Carolina University | Conway | SC | 08/2013 | 05/2017 |
| Axa Advisors, Llc | New York | NY | 04/2018 | 04/2018 |
| Unemployed | Stratford | CT | 12/2017 | 03/2018 |
| Investmark Advisory Group | Shelton | CT | 11/2018 | Present |
| Unemployed | Stratford | CT | 04/2018 | 11/2018 |
| Commonwealth Financial Network | Waltham | MA | 01/2019 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | Present |
1) Fixed insurance sales, as an Agent; As of 03/27/2019; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2) COMMONWEALTH FINANCIAL NETWORK; REGISTERED REP/INVESTMENT ADVISER REP;INVESTMENT RELATED; SPENDS APPROXIMETELY 10%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-25 |
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