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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Assocites | North Olmsted | OH | 09/2008 | 10/2016 |
| Commonwealth Financial Network | Waltham | MA | 10/2016 | Present |
1. President and Owner, Basis Point, LLC, a private entity established as an operating company for securities and investment advisory business; Conducted at branch location; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'BDS Financial Network'; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-30 |
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