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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-10-18 |
| AL | RA | APPROVED | 2024-10-07 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
2113 Government Street Suite B-2, Ocean Springs, MS 39564 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2015 | 10/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2015 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | Present |
| Gulf Coast Financial Consultants | Montgomery | AL | 10/2024 | Present |
1.Fixed insurance sales; as of 01/2007; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner & President, Gulf Coast Financial Consultants, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 1/2007; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-26 |
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