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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
758 Hunns Lake Road, Stanfordville, NY 12581 • United States
758 Hunns Lake Road, Stanfordville, NY 12581 • United States
1330 Avenue Of The Americas 23 Floor, New York, NY 10019 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2012 | 09/2025 |
| Clearfront Advisory | New York | NY | 10/2012 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | 05/2026 |
| Commonwealth Financial Network | Waltham | MA | 05/2026 | Present |
1. CLEARFRONT ADVISORY, LLC - SOLE OWNER OF A PRIVATE ENTITY FOR SECURITIES AND ADVISORY BUSINESSES; INVESTMENT RELATED. 2. FIXED INSURANCE SALES THROUGH CLEARFRONT ADVISORY, LLC. INVESTMENT RELATED, AT BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-01 |
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