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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-04-02 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
Weston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consultant | Sudbury | MA | 05/2009 | Present |
| Commonwealth Financal Network | Waltham | MA | 04/2012 | Present |
Co-Owner of rental property located in Venice, FL, as of 10/01/2018; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-05 |
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