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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/1997 | 12/2024 |
| Crossbridge Financial | Rochester | NY | 06/1997 | Present |
| Canandaigua Financial Group | Canandaigua | NY | 08/2002 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
1. Fixed insurance sales, as of 06/1997; 10% of time spent during business hours; conducted at branch, investment related. 2. Sarkis Family Fund, LLC, manager of a private entity created by family to hold and manage family-owned assets, as of 01/01/1997; 1% of time spent during business hours; not conducted at branch, investment related. 3. Private mortgage lender, as of 02/01/2014; 0% of time spent during business hours; not conducted at branch, branch, investment related 4. Sarkis Properties LLC; own property; as of 08/10/2015; 2% of time spent during business hours; not performed at branch; not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-21 |
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