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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-20 |
| OH | RA | APPROVED | 2011-09-30 |
Branch Locations
11925 Pearl Road Suite 403, Strongsville, OH 44136 • United States
304 Williams Street Suite H, Huron, OH 44839 • United States
8615 Richardson Rd #200, Commerce Twp, MI 48390 • 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 |
| Donald M. Graham & Associates | Willard | OH | 09/2011 | Present |
| U.S. Air Force | Vienna | OH | 03/2003 | Present |
1) Fixed insurance sales, agent, as of 2011; 20% of time spent during business hours; investment related, conducted from branch office. 2) Owner of The Financial Planning Group, LLC, entity that receives proceeds associated with securities and advisory business. as of 2017; Investment related and conducted from branch location. 3) Board Member for the Erie-Ottawa Regional Airport Authority; Located at 3255 East State Road, Port Clinton, OH 43452, as of 04/24/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 4) Owner of rental property located in Huron, OH, as of 7/01/2024; 1% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-13 |
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