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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2011-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2011 | Present |
| Avery And Pope Wealth Management | Newnan | GA | 03/2011 | Present |
1. Managing Member and Co-Owner, PAKP, LLC doing business as 'Avery and Pope Wealth Management', a private entity est. to facilitate securities, advisory, and insurance business; As of 02/15/11; Greater than 95% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Avery and Pope Wealth Management'; As of 04/01/11; 0% time spent during regular business hours; Conducted at branch; Investment related. 3. Co-Owner, LaGrange Street Holdings, LLC, an entity created for the purpose of buying and managing commercial real estate in Newnan, GA, as of 08/12/2021; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-09 |
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