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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| UT | RA | APPROVED | 2003-01-27 |
Branch Locations
4525 South Wasatch Blvd. Suite 250, Salt Lake City, UT 84124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2002 | Present |
| Sterling Financial Group | Salt Lake City | UT | 10/2002 | Present |
1. Fixed insurance sales. As of 2003, Investment related, at branch location. 2. Co-Owner, Sterling Financial Group. Entity established to facilitate securities and fixed insurance business. As of 09/2002, 100% of time spent during business hours, Investment related, at branch location. 3. Owner, EDW Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; Located in Salt Lake City, UT, as of 01/01/2022; 0% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-24 |
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