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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-30 |
| TN | RA | APPROVED | 2011-05-27 |
Branch Locations
1143 Oak Ridge Turnpike Suite 214, Oak Ridge, TN 37830 • United States
Knoxville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2011 | Present |
| Cumberland Wealth Management | Oak Ridge | TN | 05/2011 | Present |
1. Fixed Insurance Sales; At Branch Location; Investment Related. 2. Co-owner, PDP Partners, LLC dba Cumberland Wealth Management; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-01 |
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