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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-01 |
Branch Locations
1275 Ben Sawyer Blvd, Mt. Pleasant, SC 29464 • United States
Charleston, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cummings Wealth Mgmt | Charleston | SC | 09/2012 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2012 | Present |
1. Notary Public, Not investment related, at branch location. 2. Adjunct Professor, Charleston Southern University; teaching the Fundamentals Course in Financial Planning; Located at 9200 University Blvd, North Charleston, SC 29406; as of 9/01/2022; 0% of time spent during business hours; Not conducted at branch; Not investment related. 3. Instructional Mentor, Kingdom Advisors; Located at 3301 Windy Ridge Pkwy SE, Suite 50, Atlanta, GA 30339, as of 05/01/2026; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-31 |
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