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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 |
| MD | RA | APPROVED | 2022-08-09 |
Branch Locations
220 West Patrick Street, Frederick, MD 21701 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
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 |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Frederick | MD | 04/2016 | 08/2022 |
| Kestra Investment Services, Llc | Frederick | MD | 12/2011 | 08/2022 |
| Commonwealth Financial Network | Waltham | MA | 08/2022 | Present |
| Mccaskill Financial Advisors, Llc | Frederick | MD | 08/2022 | Present |
1.Fixed insurance sales; as of 8/9/2022; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, McCaskill Properties, LLC; an entity created for the purpose of buying and managing real estate in Frederick, MD, as of 10/29/2015; 1% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Princess Cassandra Designs, LLC; wedding & event invitation company; Located in Frederick, MD; as of 10/29/2015; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 4. Owner & President, McCaskill Financial Advisors, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 9/01/2011; 95% of time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, 214-216 W Patrick, LLC; a private entity created for the purchase, rehabilitation, and managing of historic properties as housing rentals; Located in Frederick, MD; as of 04/09/2021; 1% of time spent; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-20 |
| S66 | Uniform Combined State Law Examination | 2000-07-14 |
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