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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| TN | RA | APPROVED | 2011-09-02 |
Branch Locations
5409 Maryland Way Suite 110, Brentwood, TN 37027 • 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 |
| Maryland Farms Wealth Management | Brentwood | TN | 09/2011 | Present |
FIXED INSURANCE SALES THROUGH BRENTWOOD FINANCIAL PARTNERS. INVESTMENT RELATED, AT BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-24 |
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