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5 North Meadows Road, Medfield, MA 02052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-07-24 |
| SC | RA | APPROVED | 2026-06-10 |
| MA | RA | APPROVED | 1999-06-01 |
Branch Locations
5 North Meadows Road, Medfield, MA 02052 • United States
Little Compton, RI • United States
Aiken, SC • United States
Sherborn, MA • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2007-12-19 |
Branch Locations
5 North Meadows Road 2Cd Fl. Unit 1D, Medfield, MA 02052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Medfield | MA | 06/1997 | Present |
| Ashwood Advisors, Llc | Medfield | MA | 06/1999 | Present |
(1.) NAME OF OBA: JUNIPER ROCK FARM; ADDRESS OF OBA: SHERBORN, MA 01770; NATURE: FARMING; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER; DUTIES: OWNER; START DATE: 02/01/2003; APPROX. NUMBER OF HOURS/MONTH: 24; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: OLD BULL LANE FARM; ADDRESS OF OBA: LITTLE COMPTON, RI; NATURE: FARMING; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER; DUTIES: OWNER; START DATE: 09/16/2016; APPROX. NUMBER OF HOURS/MONTH: 40 FOR JUNE, JULY, AUGUST AND SEPT ONLY; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: INSURANCE PRODUCER; ADDRESS OF OBA: MEDFIELD, MA 02052; NATURE: SELLING INSURANCE PRODUCTS; INVESTMENT RELATED: YES; TITLE WITH OBA: OWNER; DUTIES: SELLING ANNUITIES, LTC, LIFE AND DISABILITY INSURANCE; START DATE: 06/07/1997; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: NORTH MEADOWS REAL ESTATE; ADDRESS OF OBA: MEDFIELD, MA 02052; NATURE: PROPERTY OWNER; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER; DUTIES: PREPARE ANNUAL LLC FILINGS; START DATE: 06/07/1997; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (5.) NAME OF OBA: TAX PREPARATION; ADDRESS OF OBA: MEDFIELD, MA 02052; NATURE: PREPARING TAX RETURNS; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER; DUTIES: TAX PREPARER; START DATE: 06/07/1997; APPROX. NUMBER OF HOURS/MONTH: 5 FOR MARCH AND APRIL ONLY; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-04 |
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