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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 | 2026-03-31 |
| MI | RA | APPROVED | 2019-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Ann Arbor | MI | 04/2008 | 02/2019 |
| Commonwealth Financial Network | Waltham | MA | 02/2019 | 08/2025 |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | Present |
| Legacy Wealth Partners, Llc | Ann Arbor | MI | 02/2019 | Present |
1. Owner, Legacy Wealth Partners; a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 02/21/2019; Approximately 100% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Co-owner of Blue House Haven, LLC, created for the purpose of owning and managing rental property located at 1307 Belmar Place, Ann Arbor, MI 48103, as of 01/01/2014; Approximately 1% time spent during securities trading hours per month; Not Conducted at branch location; Investment related. 3. Co-owner of Strong Tower, LLC, created for the purpose of owning and managing rental property located at 1236 White Street, Ann Arbor, MI 48104 and 924 Sylvan Avenue, Ann Arbor, MI 48104, as of 01/01/2005; Approximately 1% time spent during securities trad4ng hours per month; Not Conducted at branch location; Investment related. 3. Fixed insurance sales; as of 09/26/2018; Approximately less than 1% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-23 |
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