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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 | 2026-03-23 |
| PA | RA | APPROVED | 2024-07-15 |
Branch Locations
897 Poplar Church Rd Suite A, Camp Hill, PA 17011 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2009 | 07/2024 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2009 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Capital View Wealth Management | Lemoyne | PA | 07/2024 | Present |
1.Fixed insurance sales; Located 650 N 12th Street Suite 100 Lemoyne, PA 17043, as of 01/01/2024, 1% time spent during business hours; Conducted at branch location; Investment related. 2.Co-owner, Capital View Wealth Management, a private entity established to facilitate securities, advisory, & insurance business; Located in Lemoyne, PA as of 01/01/2024; 100% time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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