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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-05 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • UNITED STATES
Blackstone, MA • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/2013 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2013 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-09 |
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