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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-08 |
Branch Locations
36 State Street Suite 8, North Haven, CT 06473 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innisbrook Golf Resort | Palm Harbor | FL | 09/2022 | 06/2023 |
| Longhorn Steakhouse | Citrus Park, Tampa | FL | 02/2021 | 08/2022 |
| Longhorn Steakhouse | Tampa | FL | 02/2019 | 02/2021 |
| Besito Mexican | Tampa | FL | 12/2018 | 02/2019 |
| Seasons 52 | Tampa | FL | 12/2018 | 02/2019 |
| Longhorn Steakhouse | North Haven | CT | 02/2016 | 11/2018 |
| Lpl Financial Llc | Palm Harbor | FL | 04/2023 | 10/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Juniewic Financial Group | North Haven | CT | 01/2026 | Present |
Fixed insurance sales; as of 10/18/2023; 2% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-05 |
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