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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 | 2019-02-19 |
Branch Locations
6133 Rockside Road Suite 304, Independence, OH 44131 • 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 |
|---|---|---|---|---|
| Foresters Financial | Independence | OH | 02/1988 | 02/2019 |
| Foresters Advisory Services, Llc | Independence | OH | 08/2012 | 02/2019 |
| Commonwealth Financial Network | Waltham | MA | 02/2019 | Present |
| Bridgeview Wealth Partners, Llc | Valley View | OH | 02/2019 | Present |
1.Co-Owner, Bridgeview Wealth Partners, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of 2/15/2019; Approximately less than 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2.Fixed insurance sales, as an Agent, under the name 'Bridgeview Wealth Partners'; As of 02/15/2019; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-02 |
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