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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-03-06 |
Branch Locations
1100 East Center Street, Suite D, Marion, OH 43302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scharer Investment Consultants | Marion | OH | 11/2007 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2016 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Whetstone Financial, LLC'; As of 04/01/2019; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Cheer Coach, Eglin Middle School Cheerleading; Located at 1200 Keener Rd S., Marion, OH 43302, as of 5/04/2023; Less than 5% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Co-Owner, Whetstone Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 11/15/2024; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-01 |
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