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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| CT | RA | APPROVED | 2011-10-31 |
Branch Locations
200 Glastonbury Blvd Suite 101, Glastonbury, CT 06033 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Capital Advisors, Llc | Glastonbury | CT | 03/2003 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2011 | Present |
1. Part Owner, Heritage Capital Advisors, LLC, private entity established to facilitate securities, advisory, and insurance business; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name Heritage Capital Advisors, LLC; Conducted at branch; Investment related. 3. Owner, JET Financial Services, LLC, private entity established as a pass-through for investment advisory business; As of 03/04/2019; 85% time spent during regular business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-26 |
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