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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-14 |
| TX | RA | APPROVED | 2015-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 09/2015 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
| Stout Asset Management, Llc | Briarcliff | TX | 04/2016 | Present |
1. Fixed insurance sales; as of 09/16/2015, Less than 1% of time spent during business hours, Conducted at branch; investment related. 2. Owner of Stout Asset Management, LLC, entity responsible for facilitating securities, advisory, and insurance businesses, as of 01/01/2016, 75% of time spent during business hours, Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-05 |
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