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Megan R Berkowitz

Commonwealth Financial Network

Westborough, MA

Northbridge, MA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-01-25
  • MA RA
    APPROVED
    Since 2022-01-25

Branch Locations

3 Oak Street, Westborough, MA 01581 • United States

Northbridge, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
James N Ball & Company Westborough MA 09/2017 03/2026
Santander Bank Sturbridge MA 02/2014 09/2017
Tufts Hospital For Large Animals Grafton MA 09/2015 Present
Commonwealth Financial Network Waltham MA 11/2020 03/2026
Commonwealth Financial Network Waltham MA 03/2026 Present
James N Ball & Company Westborough MA 03/2026 Present
  • 09/2017 → 03/2026
    James N Ball & Company
    Westborough, MA
  • 02/2014 → 09/2017
    Santander Bank
    Sturbridge, MA
  • 09/2015 → Present
    Tufts Hospital For Large Animals
    Grafton, MA
  • 11/2020 → 03/2026
    Commonwealth Financial Network
    Waltham, MA
  • 03/2026 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 03/2026 → Present
    James N Ball & Company
    Westborough, MA
Other Businesses

Scale House Operator, Tom Berkowitz Trucking; Located at 279 Douglas Rd, Whitinsville, MA 01588, as of 12/01/2021; 0% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-10
  • S66 Uniform Combined State Law Examination
    2021-11-10
Other Names
  • Megan Sclar
  • Megan R Sclar

View on SEC IAPD

Other Firms

GRIMES & COMPANY
MORGAN STANLEY
LPL FINANCIAL LLC
NEWEDGE ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CADENCE WEALTH MANAGEMENT LLC

Other Investors

MICHAEL ROBERT MAGUIRE
BENJAMIN BROWNING WALLACE
DAVID LUKE BARLOW
JOSEPH JOHN BENOIT
LAURIE DENISE LITTLEFIELD
EMILY GRIMES WOOD
ADAM ROBERT JACOBS
KEVIN TIMOTHY GRIMES

Other Offices

GRIMES & COMPANY · WESTBOROUGH, MA
MORGAN STANLEY · Westborough, MA
LPL FINANCIAL LLC · WESTBOROUGH, MA
NEWEDGE ADVISORS · Westborough, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Westborough, MA
EAGLE STRATEGIES LLC · WESTBOROUGH, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Westborough, MA

More in Westborough, MA

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