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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 |
| OH | RA | APPROVED | 2006-11-06 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
6914 Miami Avenue, Cincinnati, OH 45243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2006 | Present |
| Cornerstone Financial Group | Cincinnati | OH | 11/2006 | 02/2022 |
| Hill Financial Strategies | Cincinnati | OH | 02/2022 | Present |
1. Fixed insurance sales; as of 08/1991; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Hill Financial Strategies, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 100% of time spent during business hours; conducted at branch; investment related. 3. Fixed insurance, referring business owners who need group health insurance for their employees to Strategic Benefits of Cincinnati; as of 09/18/2023; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-22 |
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