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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 |
| KS | RA | APPROVED | 2018-08-01 |
Branch Locations
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
Louisburg, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2009 | Present |
| Infinitas | Overland Park | KS | 08/2009 | Present |
1. Fixed insurance sales, conducted at branch, investment related. 2. Owner, Wealth With Purpose LLC a private entity established to facilitate securities, advisory, and insurance business; as of 3/10/22; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Instructor, University of Missouri - Kansas City, teaching general financial planning; Located in Louisburg, KS, as of 2/01/2024; 1% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-27 |
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