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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
| NH | RA | APPROVED | 2026-05-08 |
Branch Locations
100 Conifer Hill Drive Suite 409, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2026 | Present |
| Sherr Financial Associates | Danvers | MA | 05/2026 | Present |
| Sherr Financial Associates | Danvers | MA | 06/2023 | 05/2026 |
| Dion's Liquor | Waltham | MA | 11/2022 | 05/2023 |
| Chipotle | Waltham | MA | 09/2022 | 11/2022 |
| Marsh Mclennon Agenecy | Worcester | MA | 06/2022 | 08/2022 |
| Next Phase | Rochester | NH | 06/2021 | 01/2022 |
| Uncle George's | Straford | NH | 10/2017 | 01/2021 |
| Bottomline Technologies | Portsmouth | NH | 07/2017 | 08/2017 |
| Town Of Northwood Nh | Northwood | NH | 05/2017 | 06/2017 |
| University Of New Hampshire Dining Service | Durham | NH | 08/2017 | 10/2017 |
| Bentley University | Waltham | MA | 08/2020 | 12/2023 |
| Unemployed | Northwood | NH | 03/2014 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 06/2023 | 05/2026 |
1. Fixed insurance sales; as of 7/01/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-03 |
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