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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| VA | RA | APPROVED | 2007-05-11 |
Branch Locations
3033 Wilson Boulevard Suite 700, Arlington, VA 22201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2007 | 09/2018 |
| Clarendon Wealth Management | Arlington | VA | 12/2011 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2018 | Present |
1.FIXED INSURANCE SALES; AS AN AGENT UNDER DBA NAME CLARENDON WEALTH MANAGEMENT; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED. 2. TRUSTEE FOR FAMILY-RELATED REVOCABLE TRUST; NOT CONDUCTED AT BRANCH, NON- INVESTMENT RELATED. 3. TRUSTEE FOR COMPANY'S 401K PLAN; AT BRANCH LOCATION; INVESTMENT RELATED. 4. CO-OWNER OF JACK BOOKS, LLC, ENTITY SET UP TO AUTHOR AND PUBLISH BOOK. NOT INVESTMENT RELATED AND NOT CONDUCTED FROM BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-19 |
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