Commonwealth Equity Services, LLC

Waltham, MA

North Carolina

Registered In

12/18/2023

Incorp. Date

Foreign

Registration Type

Massachusetts

Foreign Jurisdiction

Company Summary

Commonwealth Equity Services, LLC at 29 Sawyer Rd, Waltham, Ma 02453 lists Joseph S Deitch and Peter T Wheeler of Waltham, MA as associates.

Registered In: North Carolina
Incorporation Date: 12/18/2023
Registration Type: Foreign
Foreign Jurisdiction: Massachusetts
Company Type: Limited Liability Company
Status: Current-Active
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Corporation Service Company Registered Agent	2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
Joseph S Deitch Member	29 SAWYER RD, WALTHAM, MA 02453
Peter T Wheeler Member	29 SAWYER RD, WALTHAM, MA 02453
Wayne Bloom Member	29 SAWYER RD, WALTHAM, MA 02453
Wayne Bloom Manager	29 SAWYER RD, WALTHAM, MA 02453
Peter T Wheeler Manager	29 SAWYER RD, WALTHAM, MA 02453
Joseph S Deitch Manager	29 SAWYER RD, WALTHAM, MA 02453

29 SAWYER RD, WALTHAM, MA 02453 View Map
2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608 (Mailing) View Map

Financial Information for Commonwealth Equity Services, LLC

Form 5500

COMMONWEALTH EQUITY SERVICES, LLC

29 Sawyer Road, Waltham, Ma 02453 (781) 736-0700 EIN:04-2675571 Plan Admin:Caroline Quuen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY1,227 / 0 Assets BOY/EOY$0 / $0	2022	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	1,227 / 0	$0 / $0
2021	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY1,107 / 0 Assets BOY/EOY$0 / $0	2021	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	1,107 / 0	$0 / $0
2020	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY911 / 0 Assets BOY/EOY$0 / $0	2020	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	911 / 0	$0 / $0
2019	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY850 / 0 Assets BOY/EOY$0 / $0	2019	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	850 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

Address Match:29 Sawyer Rd Waltham, MA

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Person/City Match:Joseph S Deitch - Waltham, MA

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor

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