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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 | 2026-03-24 |
| FL | RA | APPROVED | 2008-03-18 |
Branch Locations
12921 South West 1St Road Suite 215, Tioga, FL 32669 • United States
12921 Sw 1St Rd. Suite 215, Tioga, FL 32669 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2006-08-31 |
Branch Locations
12921 Sw 1St Rd. Suite 215, Tioga, FL 32669 • 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 |
| Lowry & Lowry, Inc. | Gainesville | FL | 03/2008 | Present |
1. Fixed insurance sales, as of 2003, 20% of time spent during business hours, conducted at branch, investment related. 2. Co-Owner, Lowry Financial Advisors, Inc., private entity created to operate RIA., as of 2011, 15% of time spent during business hours, conducted at branch location, investment related. 3. Co-Owner, Lowry & Lowry, Inc., private entity created to operate securities business, as of 2008, 85% of time spent during business hours, conducted at branch location, investment related. 4. Co-Owner, Lowry Advisors, Inc., private entity created to operate business consulting services, as of 2008, 2% of time spent during business hours, conducted at branch location, investment related. 5. Co-Owner, Lowry Insurance Services, Inc., private entity created to operate fixed insurance services, as of 2008, 2% of time spent during business hours, conducted at branch location, investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-23 |
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