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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-02 |
Branch Locations
1143 Oak Ridge Turnpike Suite 214, Oak Ridge, TN 37830 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Knoxville | TN | 02/2013 | 02/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Knoxville | TN | 02/2013 | 02/2026 |
| Commonwealth Financial Network | Waltham | MA | 02/2026 | Present |
| Cumberland Wealth Management | Oak Ridge | TN | 02/2026 | Present |
1. Co-owner of rental property located in Knoxville, TN, as of 2022; 1% time spent during business hours; Not conducted at branch location; Investment related. 2. Fixed insurance sales; Located at 1143 Oak Ridge Turnpike, Suite 214, Oak Ridge, TN 37830, as of 03/01/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-22 |
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