Peter Francis Cardoza

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2000-01-01

MA RA
APPROVED

Since 2000-01-01

Branch Locations

2 Grafton Common, Grafton, MA 01519 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	11/1999	Present
Csr Financial Services, Llc	Quincy	MA	08/2000	Present

11/1999 → Present

Commonwealth Financial Network

Waltham, MA
08/2000 → Present

Csr Financial Services, Llc

Quincy, MA

Previous Registrations

2006-05-30 → 2020-10-09

Csr Financial Services, Llc

Grafton, MA

Other Businesses

1. Fixed insurance sales, as of 11/1999, less than 20% of time spent during business hours, conducted at branch, investment related. 2. CSR Financial Services, LLC - president and co-owner of entity created for securities and insurance business, as of 11/1999, 100% of time spent during business hours, conducted at branch, investment related. 3. Leo Club Advisor with BVT Leo Club; Located at 65 Pleasant St., Upton, MA, as of 09/01/2021; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-09
S63	Uniform Securities Agent State Law Examination	1994-06-15

S65 Uniform Investment Adviser Law Examination

1999-07-09
S63 Uniform Securities Agent State Law Examination

1994-06-15

Designations

View on SEC IAPD