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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 |
| MI | RA | APPROVED | 2017-02-28 |
Branch Locations
4095 Embassy Drive Se Suite B, Grand Rapids, MI 49546 • United States
644 Lovett Ave Se Suite A, Grand Rapids, MI 49506 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2003 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2017 | Present |
1. Fixed insurance sales, as an Agent, under the name CooperDavis Financial Group, LLC; Conducted at branch; Investment related. 2. Co-Owner, CooperDavis Financial Group, LLC, a private entity est. to facilitate securities, advisory, and insurance business; As of 06/27/12; Greater than 90% time spent during regular business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-01 |
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