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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-01 |
Branch Locations
264 North Main Street Suite 9, E. Longmeadow, MA 01028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
Fixed insurance sales; as of 03/04/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-19 |
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