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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2011-09-30 |
Branch Locations
200 Glastonbury Blvd Suite 101, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Bell Financial Group, Llc | Glastonbury | CT | 01/2002 | Present |
| Heritage Capital Advisors | Glastonbury | CT | 10/2004 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2011 | Present |
1. RUSSELL BELL FINANCIAL GROUP,100% OWNER OF PRIVATE ENTITY SET UP FOR REP'S SECURITIES BUSINESS 2. FIXED INSURANCE SALES; AGENT; INVESTMENT RELATED; CONDUCTED FROM BRANCH OFFICE. 3. HERITAGE CAPITAL ADVISORS, LLC; 33.3% OWNER OF ENTITY CREATED FOR REP'S SECURITIES BUSINESS 4. OWNER, RAR GREAT MEMORIES, LLC; PRIVATE ENTITY ESTABLISHED TO OWN A PERSONAL BOAT; LOCATED IN LYME, CT; AS OF 2/06/2026; 0% OF TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-24 |
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