Best Investors Account Sign in
Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-26
  • MA RA
    APPROVED
    Since 2026-03-26

Branch Locations

23 Midstate Drive Suite 204, Auburn, MA 01501 • 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
Holden Recreational Department Holden MA 06/2017 08/2017
Chipotle Worcester MA 12/2018 04/2019
Smokestack Urban Bbq Worcester MA 05/2019 04/2020
Self Employed Holden MA 03/2020 03/2023
Worcester State University Residence Life Worcester MA 06/2022 06/2024
Midstate Wealth Management Auburn MA 09/2023 Present
Full Time Student At Worcester State University Worcester MA 09/2020 12/2023
Middle School - High School Student Holden MA 08/2014 06/2020
Commonwealth Financial Network Waltham MA 09/2024 Present
  • 06/2017 → 08/2017
    Holden Recreational Department
    Holden, MA
  • 12/2018 → 04/2019
    Chipotle
    Worcester, MA
  • 05/2019 → 04/2020
    Smokestack Urban Bbq
    Worcester, MA
  • 03/2020 → 03/2023
    Self Employed
    Holden, MA
  • 06/2022 → 06/2024
    Worcester State University Residence Life
    Worcester, MA
  • 09/2023 → Present
    Midstate Wealth Management
    Auburn, MA
  • 09/2020 → 12/2023
    Full Time Student At Worcester State University
    Worcester, MA
  • 08/2014 → 06/2020
    Middle School - High School Student
    Holden, MA
  • 09/2024 → Present
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-09
  • S66 Uniform Combined State Law Examination
    2026-03-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Auburn, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor