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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 |
| MI | RA | APPROVED | 2014-05-01 |
Branch Locations
12 Washington Avenue Suite 250, Grand Haven, MI 49417 • United States
625 Kenmoor Ave Suite 108, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2014 | Present |
| Lakeshore Financial Group, Llc | Grand Rapids | MI | 04/2014 | Present |
1. Fixed insurance sales; as of 2014; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Lakeshore Financial Group, LLC; a private entity established for the purpose of paying branch office expenses; as of 1/01/2018; 1% time spent during business hours; Conducted at branch; Investment related. 3. Owner, Little Harbor Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2024; 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-07 |
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