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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-10 |
| VA | RA | APPROVED | 2008-07-07 |
Branch Locations
44679 Endicott Drive Suite 237, Ashburn, VA 20147 • United States
Round Rock, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2008 | Present |
| Commonwealth Financial Network | Ashburn | VA | 07/2008 | Present |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. TAX PREPARATION; NOT INVESTMENT RELATED; CONDUCTED AT BRANCH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-01 |
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