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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| CT | RA | APPROVED | 2019-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Shelton | CT | 12/1994 | 02/2019 |
| Commonwealth Financial Network | Waltham | MA | 02/2019 | Present |
1. Co-Owner, Gulish & Associates, Inc., a private entity established to facilitate securities, advisory, and insurance business; As of 2/27/2019; Greater than 95% time spent during regular business hours; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 2/27/2019; Less than 1% time spent during regular business hours; Conducted at branch location; Investment related. 3. Co-Owner of rental property located in Shelton, CT; As of 2/27/2019; 1% time spent during regular business hours; Not conducted at branch location; Investment related. 4. Part Owner of a timeshare rental property located in West Dover, VT; As of 2003; 0% time spent during regular business hours; Not conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-22 |
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