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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mansfield | OH | 04/2008 | 03/2026 |
| Bank Of America, Na | Mansfield | OH | 09/2009 | 03/2026 |
| Commonwealth Financial Network | Waltham | MA | 03/2026 | 07/2026 |
| Offenburger Capital Management Llc | Mansfield | OH | 03/2026 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
1. Fixed insurance sales; as of 3/20/2026; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. President, Vanburk Properties, LLC; an entity created for the purpose of buying and managing residential real estate at 538/540 and 552/554 Bailey Dr., Mansfield, OH 44907, as of 12/20/2023; 0% of time spent during business hours; Not Conducted at branch; Investment related. 3. Owner, Elevate Financial Services; a private entity established to facilitate securities, advisory, and insurance business; as of 6/01/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-20 |
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