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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 | 2026-03-26 |
| ID | RA | APPROVED | 2006-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weibler Financial & Retirement | Lewiston | ID | 07/2005 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2005 | Present |
1. Fixed Insurance Sales, as an Agent, under the name Weibler Financial & Retirement; Conducted at branch location; Investment Related. 2. Co-Owner, JMCA, LLC, a private entity created for owning commercial real estate and lease/rent space; Conducted at branch location; Investment Related. 3. Partner and Owner, Lewiston & Clarkston Plan Service, LLC, an architectural plan service company; Not conducted at branch location; Not investment Related. 4. Landlord and Co-Owner of residential rental properties located in Lewiston, ID; Approximately 1% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 5. Owner, Weibler Financial & Retirement, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/18/2025; 98% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-07 |
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