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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 | 2026-03-24 |
| VA | RA | APPROVED | 2021-06-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 10/2006 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | Present |
| 7 Grains Planning & Investments | Lynchburg | VA | 09/2024 | Present |
1. Fixed insurance sales; as of 06/18/2021; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, 7 Grains Planning & Investments, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 06/18/2021; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Owner of commercial rental property held through personal trust located in Lynchburg, VA, as of 6/18/2021; 1% of time spent during business hours; Conducted at branch location; Investment related. 4. Owner, Restoration Ranching, LLC; Cattle farming, Located in VA, as of 2/9/2023; Approximately 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
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