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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 |
| TN | RA | APPROVED | 2024-11-15 |
Branch Locations
790 Kings Lane Suite 300, Tullahoma, TN 37388 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Tullahoma | TN | 07/2010 | 11/2024 |
| Commonwealth Financial Network | Waltham | MA | 11/2024 | Present |
| Provision Financial | Tullahoma | TN | 11/2024 | Present |
1. Owner & President, Provision Financial, Inc.; a private entity established for name preservation; as of 1/01/2020; 0% time spent during business hours; Not conducted at branch; Not investment related. 2. Fixed insurance sales; as of 11/19/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 3. Tax Preparation, Bookkeeping and Payroll services; Provision Tax Preparation; as of 7/01/2012; 35% of time spent during business hours; Conducted at branch; Not investment related. 4. Co-owner, Provision Partners, an entity created for the purpose of owning commercial real estate at 790 Kings Lane (100, 200, 300) Tullahoma, TN 37388 as of 12/01/2005; 2% time spent; Conducted at branch; Investment related. 5. Author of book, "Seeing Money God's Way - Your Guide to Biblical Stewardship"; as of 10/01/2003; 1% of time spent during business hours; Conducted at branch location; Not investment related. 6. Ministry Speaker; Located at Tullahoma, TN ; as of 1996; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-21 |
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