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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 |
| FL | RA | APPROVED | 2021-05-11 |
Branch Locations
2520 Manatee Avenue West Suite 200, Bradenton, FL 34205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Lpl | Bradenton | FL | 05/2012 | 05/2021 |
| Commonwealth Financial Network | Waltham | MA | 05/2021 | 08/2024 |
| Sherrill Wealth Management | Bradenton | FL | 05/2021 | Present |
Sole Owner, R G Sherrill, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2012; 95% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-08 |
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