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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. Co-Owner, Miller Ferrari Wealth Management, a private entity est. to facilitate securities and investment advisory business; as of 04/21/2011, 100% of time spent during business hours, Conducted at branch; Investment related. 2. Fixed insurance sales, as of 2011, 10% of time spent during business hours, Conducted at branch; Investment related. 3. Co-Owner of residential rental properties located in Clarksville, TN; as of 2011, 2% 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. 5. Payroll Processing, Stillwater Dental Bend, LLC; as of 01/01/2024; 5% of time spent during business hours; conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-04 |
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