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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
6759 Academy Rd Ne, Albuquerque, NM 87109 • United States
Albuquerque, NM • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winslow Wood & Associates, Llc | Albuquerque | NM | 10/2008 | 08/2017 |
| Invest Financial Corp. | Tampa | FL | 12/2008 | 08/2017 |
| Commonwealth Financial Network | Waltham | MA | 08/2017 | Present |
| Winslow Wood & Associates, Llc | Albuquerque | NM | 08/2017 | Present |
1. Co-Owner, Winslow Wood & Associates, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2024; 100% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; Located at 6759 Academy Rd NE, Albuquerque, NM 87109, as of 07/21/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-02 |
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