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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2017-08-08 |
| NH | RA | APPROVED | 2017-08-03 |
Branch Locations
21 Lafayette Street Suite 304, Lebanon, NH 03766 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lebanon | NH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lebanon | NH | 11/2016 | 08/2017 |
| Commonwealth Financial Network | Waltham | MA | 08/2017 | Present |
| Wheelock Advisors | Lebanon | NH | 07/2026 | Present |
1. Fixed insurance sales; as of 2017; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Wheelock Investment Partners, LLC dba Wheelock Advisors; a private entity established to facilitate securities, advisory, and insurance business; as of 7/31/2017; 90% time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner of rental property located in Lyndonville, VT, as of 8/12/2022; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-13 |
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