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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2011-09-23 |
Branch Locations
480 Neal Street Suite 101, Cookeville, TN 38501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2011 | Present |
| Maple Cross Wealth Management | Cookeville | TN | 09/2011 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Maple Cross Wealth Management'; As of 10/21/11; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-17 |
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