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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| VA | RA | APPROVED | 2024-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Washington | DC | 08/2012 | 07/2024 |
| Wells Fargo Advisors Llc | Washington | DC | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Forge Financial | Reston | VA | 07/2024 | Present |
1. Fixed insurance sales; as of 7/26/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, MAR, LLC, an entity created for the purpose of owning antique cars and real estate located in Chardon OH, as of 05/18/2022; 0% of time spent during business hours; Not Conducted at branch; Investment related. 3. Owner, 3Daughters, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 05/01/2024; 100% of time spent during business hours; Conducted at branch; Investment related. 4. Owner, 3DaughtersInsurance, LLC; a private entity established to facilitate insurance business; as of 12/05/2025; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-15 |
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