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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| KS | RA | APPROVED | 2006-11-10 |
Branch Locations
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2006 | Present |
| Wurzer & Associates | Overland Park | KS | 11/2006 | Present |
1. Gateway Wealth Management, Inc. - president and sole owner of entity created for securities and insurance business, 100% of time spent during business hours, conducted at branch, investment related. 2. Fixed insurance sales, as of 1998, less than 5% of time spent during business hours, at branch location, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-31 |
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