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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-05-22 |
Branch Locations
4209 Oakwood Rd. Suite 10, Oakwood, GA 30566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collins Wealth Management & Tax Strategies | Oakwood | GA | 05/2005 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2013 | Present |
1. Fixed insurance sales; as of 07/20/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, BCWCM LLC, an entity created for the purpose of buying and managing residential real estate, as of 07/01/2019; 0% of time spent during business hours; Not Conducted at branch; Investment related. 3. Owner, Kristacy, LLC dba Collins Wealth Management & Tax Strategies; a private entity established to facilitate securities, advisory, and insurance business; as of 5/01/2008; 95% of time spent during business hours; Conducted at branch; Investment related. 4. Owner, Collins Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 06/01/2014; 0% of time spent during business hours; Conducted at branch; Investment related. 5. Tax Preparation & Accounting services provided by Kristy Slaton through ASA Accounting & Tax Services; as of 05/2008; 0% time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-17 |
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