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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2013-07-17 |
Branch Locations
205 Myrtle Ave, Willard, OH 44890 • United States
47 West Main Street, Ashland, OH 44805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2012 | Present |
| Wixom Investments Llc | Ashland | OH | 12/2001 | Present |
1. Owner, M&G Strategic Partners, a private entity established to facilitate advisory business; Conducted at branch location; Investment related. 2. Fixed Insurance Sales, as an Agent, under the name Donald M. Graham & Associates; Conducted at branch location; Investment related. 3. Owner, Wixom Investments, LLC, a private entity established as a real estate holding company; As of 2000; Approximately less than 5% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 4. Owner of a residential rental property located in N. Fort Myers, FL; As of 12/18/19; Less then 1% time spent during regular business hours; Not conducted at branch; Investment related.
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