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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2012-05-02 |
Branch Locations
2715 Ashton Drive Suite 102, Wilmington, NC 28412 • United States
Clemmons, NC • 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 |
|---|---|---|---|---|
| Sterling Wealth Management, Llc | Wilmington | NC | 04/2012 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 04/2012 | Present |
| Lifetime Asset Management, Llc | Wilmington | NC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-17 |
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