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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pinnacle Financial Group | Monroe | NC | 11/2005 | 07/2024 |
| Commonwealth Financial Network | Monroe | NY | 07/2024 | Present |
| The Pinnacle Financial Group | Waltham | MA | 07/2024 | Present |
1.Fixed insurance sales; Located at 1805 Williams Road, Monroe, NC 28110, as of 10/2019; 3% time spent during business hours; Conducted at branch location; Investment related. 2.Fixed insurance sales; Located at 1805 Williams Road, Monroe, NC 28110, as of 07/2019; 10% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-29 |
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