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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2004-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2004 | Present |
| Margel Wealth Management | Paramus | NJ | 12/1991 | 03/2026 |
| Omnica Wealth | Paramus | NJ | 03/2026 | Present |
Fixed Insurance sales, as of 01/01/2011; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-30 |
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