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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| MA | RA | APPROVED | 2023-01-13 |
| NC | RA | APPROVED | 2009-03-20 |
Branch Locations
1022 Hutton Lane Suite 109, High Point, NC 27262 • United States
40 South Street Suite 200, Marblehead, MA 01945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2009 | Present |
| Blakely Financial Inc | High Point | NC | 03/2009 | Present |
1.FIXED INSURANCE SALES UNDER NAME BLAKELY FINANCIAL, INC., CONDUCTED AT BRANCH, INVESTMENT-RELATED. 2. DAVE RAMSEY FINANCIAL PEACE UNIVERSITY, FACILITATOR, NOT CONDUCTED AT BRANCH, INVESTMENT RELATED. 3.DAVE RAMSEY FINANCIAL PEACE UNIVERSITY; FACILITATOR; INVESTMENT RELATED; NOT CONDUCTED AT BRANCH 4. Owner, LMS Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in High Point, NC 27262; as of 04/29/2026; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-23 |
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