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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-29 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
Hanover, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symetra Life Insurance Co. Inc. | Bellevue | WA | 11/2015 | 02/2017 |
| Symetra Securities Inc. | Bellevue | WA | 12/2015 | 02/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 02/2017 | 09/2017 |
| Ameritas Investment Corp | Lincoln | NE | 04/2017 | 09/2017 |
| Dmi Marketing | Hingham | MA | 09/2017 | 03/2020 |
| First American Insurance Underwriters | Needham | MA | 03/2020 | 03/2021 |
| Dmi | Hingham | MA | 03/2021 | 07/2022 |
| Commonwealth Financial Network | Waltham | MA | 07/2022 | Present |
1. Fixed insurance sales; as of 1/20/2022; Less than 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Season Ticket Owner, Jason E. Lang; Resale of Patriots tickets on team websites, Located in MA, as of 1/1/2020; Approximately 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-14 |
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