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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 |
| GA | RA | APPROVED | 2009-01-05 |
Branch Locations
314 Maxwell Road Suite 100, Alpharetta, GA 30009 • United States
Saint Simons Island, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2009 | Present |
| North Point Wealth Management | Alpharetta | GA | 01/2009 | Present |
1. Selling Fixed Insurance Products, Conducted At Branch, Investment Related. 2. Owner, North Point Management, LLC, A Private Entity Established to Facilitate Securities Business; As Of 1/01/2022; 100% Of Time Spent During Business Hours; Conducted at Branch; Investment Related. 3. Owner, Envision Financial Group, LLC; An Entity Created For The Purpose Of Managing Commercial Real Estate at 314 Maxwell Road Ste 100, Alpharetta, GA 30009, As of 1/01/2022; 1% of Time Spent During Business Hours; Conducted At Branch; Investment Related. 4. Owner, Spirit Fire Financial, LLC; A Private Entity Established To Facilitate Payroll For Your Securities Business; As of 7/14/2022; 1% Of Time Spent During Business Hours; Conducted At Branch; Investment Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-21 |
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