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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2011-05-06 |
Branch Locations
333 Sw Upper Terrace Dr Suite 200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2011 | Present |
| Miller Ferrari Wealth Management | Bend | OR | 05/2011 | Present |
1. Fixed insurance sales, as of 04/22/2011, 20% of time spent during business hours, conducted at branch, investment related. 2. Miller Ferrari Wealth Management, Inc. Co-owner of private entity created as operating company for securities business, as of 04/21/2011, 100% of time spent during business hours, conducted at branch, investment related. 3. Bouy International, LLC, co-owner and member of real estate holding company for duplex and four-plex located in Pendleton, OR, as of 08/13/2004, 1% of time spent during business hours, not conducted at branch, investment related. 4. Co-owner, More Than Investing, LLC; an entity created for the purpose of renting branch office property; as of 07/01/2020; 3% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-08 |
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