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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-30 |
| OH | RA | APPROVED | 2016-07-19 |
Branch Locations
7927 East Kemper Rd Suite B, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2006 | Present |
| Cornerstone Financial Group | Cincinnati | OH | 11/2006 | Present |
1. Fixed insurance sales; Located at 4565 East Galbraith Road, Suite B, Cincinnati OH, as of 09/15/17; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner, SKW Financial LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2026; 2% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, North Lake Office, LLC; an entity created for the purpose of buying and managing commercial real estate; as of 09/01/2024; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-11-12 |
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