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Janis Hiestand Halteman

Commonwealth Financial Network

Dublin, OH

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-09-11
  • OH RA
    APPROVED
    Since 2012-09-11

Branch Locations

5131 Post Road Suite 340, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 01/2008 Present
Stoneburner & Frank Wealth Management Group, Ltd. Dublin OH 01/2008 Present
Other Businesses

1. FIXED INSURANCE; AS AN AGENT UNDER THE DBA NAME STONEBURNER WEALTH MANAGEMENT LLC; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-20
S63 Uniform Securities Agent State Law Examination 2000-02-23
  • S65 Uniform Investment Adviser Law Examination
    2012-08-20
  • S63 Uniform Securities Agent State Law Examination
    2000-02-23
Other Names
  • Janis Kaye Hiestand

View on SEC IAPD

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Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
MORGAN STANLEY · Dublin, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

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