Inactive

Chad Michael Slate

Commonwealth Financial Network

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Current Employers

Commonwealth Financial Network

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-04-02
TX	RA	APPROVED	2026-04-01

NC RA
APPROVED

Since 2026-04-02
TX RA
APPROVED

Since 2026-04-01

Branch Locations

4018 Oleander Drive Suite 102, Wilmington, NC 28403 • 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

Organization	City	State	From	To
Pamela Fortenberry	Wilmington	NC	07/2012	12/2021
Raymond James Financial Services, Inc.	Wilmington	NC	06/2019	11/2022
Raymond James Financial Services Advisors, Inc.	Wilmington	NC	08/2019	11/2022
Commonwealth Financial Network	Waltham	MA	11/2022	09/2025
Pathfinder Wealth Consulting	Wilmington	NC	11/2022	Present
Commonwealth Financial Network	Waltham	MA	04/2026	Present

07/2012 → 12/2021

Pamela Fortenberry

Wilmington, NC
06/2019 → 11/2022

Raymond James Financial Services, Inc.

Wilmington, NC
08/2019 → 11/2022

Raymond James Financial Services Advisors, Inc.

Wilmington, NC
11/2022 → 09/2025

Commonwealth Financial Network

Waltham, MA
11/2022 → Present

Pathfinder Wealth Consulting

Wilmington, NC
04/2026 → Present

Commonwealth Financial Network

Waltham, MA

Previous Registrations

2025-09-26 → 2026-04-02

Pathfinder Wealth Consulting

Wilmington, NC
2022-11-01 → 2025-10-06

Commonwealth Financial Network

Wilmington, NC
2019-08-28 → 2022-10-31

Raymond James Financial Services Advisors, Inc

Wilmington, NC
2011-07-20 → 2012-08-09

Raymond James Financial Services Advisors, Inc

Wilmington, NC
2004-05-13 → 2004-09-02

Morgan Stanley Dw Inc.

Wilmington, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-27

S66 Uniform Combined State Law Examination

2019-08-27

Designations

Other Names

Chad Slate

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

OSAIC INSTITUTIONS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC WEALTH, INC.

Other Investors

MATTHEW STEPHEN BENNETT

Gary R Bechtold

EDWARD MONTGOMERY KNOX

TIMOTHY CALHOUN GRAY

EMILY ROGERS HARVEY

CHARLES WARREN MINTZ

Savannah Castor King

JOHN DAVID THOMAS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC

WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILMINGTON, NC

OSAIC INSTITUTIONS, INC. · Wilmington, NC

STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, NC

WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

More in Wilmington, NC

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