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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| GA | RA | APPROVED | 2014-08-04 |
Branch Locations
200 Eagle'S Nest Drive Building 200, Suite A, Canton, GA 30115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Five Talents Wealth Management | Canton | GA | 05/2007 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2007 | Present |
1. NOTARY PUBLIC; CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED. 2. FIXED INSURANCE SALES, FIVE TALENTS WEALTH MANAGEMENT, LLC; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED. 3. 100% OWNER, FIVE TALENTS WEALTH MANAGEMENT, LLC, A PRIVATE ENTITY ESTABLISHED TO FACILITATE SECURITIES, ADVISORY, AND INSURANCE BUSINESS; AS OF 12/01/2017; APPROXIMATELY 100% TIME SPENT DURING SECURITIES TRADING HOURS PER MONTH; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED. 4. OWNER, ENLARGE MY COAST, LLC; AN ENTITY CREATED FOR THE PURPOSE OF OWNING COMMERCIAL REAL ESTATE IN CANTON, GA, AS OF 6/15/2022; LESS THAN 1% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-15 |
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