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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MA | RA | APPROVED | 1999-01-10 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
3 Oak Street, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Westborough | MA | 03/1987 | Present |
| Ball Financial Services | Westborough | MA | 03/1987 | Present |
1. Fixed Insurance Sales At Branch Location, Investment Related. 2. Co-owner, 3 Oak Streett, LLC; private entity established to own a commercial office property; Conducted at branch location; Investment related. 3. Avidia Bank - Corporator For Private Bank, Not At Branch Location, Investment Related. 4. Ball Financial Services Consulting, Inc. - Entity Created For Securities Business; Investment Related; Conducted At Branch. 5. Co-owner, 10X at 220 TPKE, LLC, an entity created for the purpose of managing real estate at 220 Turnpike Road, Westborough, MA 01581, as of 03/27/2024; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-15 |
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