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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 |
Branch Locations
4018 Oleander Drive Suite 102, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2005 | 07/2019 |
| Pathfinder Wealth Consulting | Wilmington | NC | 06/2005 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2019 | 09/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | Present |
1. Fixed insurance sales, as of 07/2001, 10% of time spent during business hours, at branch location, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-28 |
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