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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2005 | 02/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2018 | 04/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2018 | 04/2023 |
| Commonwealth Financial Network | Waltham | OH | 04/2023 | Present |
| True North Investment Partners | Westlake | OH | 04/2023 | Present |
1. Fixed insurance sales; Located at 1991 Crocker Rd. Suite 222 Westlake, OH 44145, as of 2/1/2018; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, True North Investment Partners, Inc., a private entity established to facilitate securities, advisory, and insurance business; Located in Westlake, OH as of 5/2006; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-23 |
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