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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-16 |
Branch Locations
1013 Long Prairie Road Suite 102, Flower Mound, TX 75022 • United States
5700 Tennyson Parkway Ste. 300, Plano, TX 75024 • 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 |
|---|---|---|---|---|
| Wfg Investments | Dallas | TX | 03/2011 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2017 | Present |
1) Fixed insurance sales conducted under Messett Financial, LLC. Investment related and conducted from branch location. 2) Owner of Messett Financial, LLC, entity created to operate securities, advisory, and insurance businesses. Investment related and conducted from branch location. 3) Co-owner, Messett Rice & Associates; a private entity established to facilitate securities, advisory, and insurance business; Located in Flower Mound, TX; as of 03/11/2025; 100% time spent during business hours; Conducted at branch; Investment related. 4) Co-owner, Stancoff Messett Properties, LLC; an entity created for the purpose of owning real estate at in Flower Mound, TX 75028, as of 12/01/2025; Less than 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-21 |
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