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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-27 |
| MA | RA | APPROVED | 2001-04-11 |
Branch Locations
421 New Karner Road Suite 11, Albany, NY 12205 • United States
50 Salem Street Suite 200, Lynnfield, MA 01940 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Peabody | MA | 01/1990 | Present |
| Capital Management Partners | Peabody | MA | 01/1996 | Present |
1. Capital Management Partners, LLC, 50% owner and member, and insurance agent, of a private entity created for operating securities business and selling fixed insurance products, conducted from branch office, spends 100% time, investment related. 2. Rental property; rents office space to business tenants; a; non-investment related. 3. Owner, RFA, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 2/8/2014; 100% of time spent during business hours; Conducted at branch; Investment related. 4. Board Chair; Tire Conversion Technologies Inc., Located at 874 Old Albany Shaker Rd, Latham, NY 12110, as of 07/30/2020; Approximately 10% time spent during business hours; Not conducted at branch location; Not investment related. 5. Subleasing branch office space to Catherine Quinn; Located in Lynnfield, MA, as of 01/08/2025; 0% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-30 |
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