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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| NC | RA | APPROVED | 2025-04-28 |
| SC | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | St. Louis | MO | 11/1996 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Avenor Wealth | Forest City | NC | 04/2025 | Present |
1. Fixed insurance sales; as of 4/28/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Markets By Design; a private entity established to facilitate securities, advisory, and insurance business; Located at Forest City, NC 28043; as of 04/28/2025; 90% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Avenor Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Forest City, NC 28043; as of 04/09/2025; 95% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-06 |
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