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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-09-23 |
Branch Locations
91 Tollgate Road Suite 400, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2024 | 05/2024 |
| Self-Employment | Rehoboth | MA | 03/2017 | 02/2024 |
| Beacon Aba | Milford | MA | 11/2020 | 03/2021 |
| Cherry Hill Manor Nursing Home And Rehabilitation Center | Johnston | MA | 07/2018 | 07/2019 |
| Commonwealth Financial Network | Waltham | MA | 05/2024 | 01/2026 |
| Toll Gate Capital Advisors, Llc | Warwick | RI | 05/2024 | 01/2026 |
| Rosmarin | Providence | RI | 07/2016 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Toll Gate Capital Advisors, Llc | Warwick | RI | 01/2026 | Present |
Fixed insurance sales; as of 5/15/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-06 |
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