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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-04 |
Branch Locations
12222 Merit Drive Suite 1180, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments, Inc. | Dallas | TX | 01/2012 | 11/2016 |
| Mpact | Dallas | TX | 01/2012 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2016 | Present |
1. Fixed insurance sales, as of 2016, 5% of time spent during business hours, Investment related and conducted from branch location. 2. Owner of sole-proprietorship that's involved in ranching and hay production, Located in Winnsboro, TX, as of 06/26/2015, Less than 2% of time spent during business hours, Not investment related and not conducted from branch location. 3. Part owner of MPACT Financial Group, LLC, entity created to facilitate securities, advisory, and insurance business, as of 01/2013, 20% of time spent during business hours, Investment related and conducted from branch office 4. Co-owner, Susan & John C. Farris Family Charitable Foundation, a non-profit organization created to make donations to public non-profit organizations, Located in Dallas, TX, as of 03/24/2004, 1% of time spent during business hours, Not investment related and not conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-06 |
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