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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2002-09-24 |
Branch Locations
4525 South Wasatch Blvd. Suite 250, Salt Lake City, UT 84124 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2002 | Present |
1. SELLING FIXED INSURANCE PRODUCTS, BRANCH LOCATION, AS INSURANCE AGENT, INVESTMENT RELATED. 2. JR CONSULTING, INC.,PRESIDENT AND OWNER OF PRIVATELY HELD COMPANY SETUP TO OPERATE SECURITIES BUSINESS, SPENDS 100% TIME, INVESTMENT RELATED. 3. JRKR INVESTMENTS, LLC,MANAGER, REGISTERED AGENT, MEMBER AND CO-OWNER OF PRIVATELY HELD REAL ESATE HOLDING COMPANY,SPENDS LESS 1% TIME, INVESTMENT RELATED. 4. STERLING FINANCIAL GROUP; REP SECURITIES BUSINESS; INVESTMENT RELATED. 5. TRUSTEE; FAMILY RELATED TRUST; NOT CONDUCTED AT BRANCH; NOT INVESTMENT RELATED. 6. P960, LLC; SOLE OWNER OF ENTITY CREATED TO PURCHASE AUTOMOBILES; NOT INVESTMENT RELATED; NOT CONDUCTED AT BRANCH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-12 |
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