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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 | 2026-03-24 |
| MA | RA | APPROVED | 1999-05-02 |
Branch Locations
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 Financial Network | Waltham | MA | 10/1995 | Present |
| Benz Financial Services, Inc. | Hyannis | MA | 08/1996 | Present |
1. Fixed Insurance Sales at Branch Location, Investment Related. 2. Co-owner & President, Benz Financial Services dba Benz Financial Group; a private entity established to facilitate securities, advisory, and insurance business; as of 1995; 90% time spent during business hours; Conducted at branch; Investment related. 3. 8 Academy Place LLC - Co-Owner and Manager of Private Entity To Own Office Building; Non-Investment Related. 4. Trustee Of Company 401k, Benz Financial Services 401k; Investment Related; Conducted At Branch Location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-03 |
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