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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2006-11-06 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
7927 East Kemper Rd Suite B, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Group | Cincinatti | OH | 11/2006 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2006 | Present |
1. Fixed insurance sales; as of 2005, less than 1% of time during business hours; conducted at branch; investment related. 2. Owner, David Speer, LLC a private entity established to facilitate advisory business; as of 10/05/2016; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-28 |
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