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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-18 |
| OH | RA | APPROVED | 2009-05-05 |
Branch Locations
Westerville, OH • United States
Holmes Beach, FL • United States
470 Olde Worthington Road Suite 200, Westerville, OH 43082 • 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 | 05/2009 | Present |
| Stoneworth Financial Group | Westerville | OH | 05/2009 | Present |
| Ranney & Hatfield, Llc | Westerville | OH | 05/2009 | Present |
1. FIXED INSURANCE SALES, AT BRANCH LOCATION, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-05 |
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