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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 | 2026-03-26 |
| IN | RA | APPROVED | 2012-07-30 |
Branch Locations
10319 Dawson'S Creek Blvd. Suite H, Fort Wayne, IN 46825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2008 | Present |
| James & Minnich Financial | Fort Wayne | IN | 03/2008 | 12/2020 |
| Momentum Wealth | Fort Wayne | IN | 12/2020 | Present |
1. Tax Preparation, James Wealth Advisory Group, Inc.; as of 01/01/2008; 0% of time spent during business hours; Conducted at branch; Not investment related. 2. Fixed insurance sales; as of 11/26/2014; 3% of time spent during business hours; Conducted at branch location; Investment related. 3. President & Owner, James Wealth Advisory Group, Inc; a private entity established for branch accounting purposes; as of 01/01/2017; 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-26 |
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