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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2014-05-22
  • GA RA
    APPROVED
    Since 2014-05-22

Branch Locations

4209 Oakwood Rd. Suite 10, Oakwood, GA 30566 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Collins Wealth Management & Tax Strategies Oakwood GA 05/2005 Present
Commonwealth Financial Network Waltham MA 04/2013 Present
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-17
  • S66 Uniform Combined State Law Examination
    2014-05-17
Other Names
  • Curtis Collins
  • Curtis S Collins

View on SEC IAPD

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