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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 1998-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/1997 | Present |
1. MACWILLIAM FINANCIAL GROUP, INSURANCE AND INVESTMENT-RELATED. 2. FIXED INSURANCE SALES CONDUCTED FROM BRANCH OFFICE UNDER MACWILLIAM FINANCIAL GROU; INVESTMENT RELATED. 3. MACWILLIAM FINANCIAL GROUP 401(K) PLAN TRUSTEE; INVESTMENT RELATED; CONDUCTED AT BRANCH. 4. OWNER OF REAL ESTATE HOLDING COMPANY, 746 CHESTNUT ST, LLC, THAT OWNS BUILDING THAT BRANCH OFFICE IS LOCATED IN AND RENTS TO OTHER BUSINESSES. INVESTMENT RELATED. CONDUCTED AT BRANCH LOCATION. 5. Head Coach, Derryfield School Boys' Varsity Tennis; Located at 2108 River Rd, Manchester, NH 03104, as of 03/17/2025; 13% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-10 |
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