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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MD | RA | APPROVED | 1995-05-31 |
Branch Locations
4321 Northview Drive, Bowie, MD 20716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-17 |
| MD | RA | APPROVED | 2017-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Bowie | MD | 03/1989 | Present |
| Widmann Financial Services, Inc. | Bowie | MD | 11/1989 | Present |
1. Adjunct faculty member, Prince George's Community College; teaching estate planning courses; located at 301 Largo Rd., Largo, MD 20774, less than 1% of time spent during business hours, not conducted at branch, not investment related. 2. Owner, Retail real estate property ownership and rental; managing three office space rental units located in Bowie, MD; as of September, 2004, less than 1% of time spent during business hours, not conducted at branch, Investment related. 3. Selling fixed insurance under name, Widmann Financial, as insurance agent, spends 0-5 hrs per week, conducted at branch, investment related. 4. President and Co-Owner, Widmann Financial Services, entity created for operating securities business, as of 1988, 99% of time spent during business hours; conducted at branch office; investment related. 5. Co-owner of rental property in Ocean City, MD; as of 05/17/2013, 0% of time spent during business hours, not conducted at branch, Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-13 |
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