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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 2025-08-01
  • MA RA
    APPROVED
    Since 2025-08-01

Branch Locations

264 North Main Street Suite 9, E. Longmeadow, MA 01028 • 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
Family Bike & Sports East Longmeadow MA 06/2018 08/2023
Full-Time Student Wilbraham MA 09/2007 05/2025
Newbury Wealth Management East Longmeadow MA 08/2023 09/2025
Commonwealth Financial Network Waltham MA 08/2023 09/2025
Newbury Wealth Management East Longmeadow MA 09/2025 Present
Commonwealth Financial Network Waltham MA 09/2025 Present
  • 06/2018 → 08/2023
    Family Bike & Sports
    East Longmeadow, MA
  • 09/2007 → 05/2025
    Full-Time Student
    Wilbraham, MA
  • 08/2023 → 09/2025
    Newbury Wealth Management
    East Longmeadow, MA
  • 08/2023 → 09/2025
    Waltham, MA
  • 09/2025 → Present
    Newbury Wealth Management
    East Longmeadow, MA
  • 09/2025 → Present
    Waltham, MA
Other Businesses

Fixed insurance sales; as of 03/04/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-19
  • S66 Uniform Combined State Law Examination
    2025-07-19

View on SEC IAPD

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