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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 |
| NM | RA | APPROVED | 2017-08-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 04/2009 | 08/2017 |
| Commonwealth Financial Network | San Diego | CA | 08/2017 | Present |
| Rob Brown Llc | Albuquerque | NM | 10/2015 | Present |
1. Rob Brown LLC DBA Invest for Life; 1-3 Hours Per Week; Investment Related; Conducted at Branch 2. Fixed Insurance Sales; Invest for Life; 0-1 Hours Per Week; Investment Related; Conducted at Branch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-15 |
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