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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| SC | RA | APPROVED | 2017-10-24 |
Branch Locations
500 Taylor Street Suite 301, Columbia, SC 29201 • United States
1202 N. Cashua Dr., Florence, SC 29501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calmwater Financial | Lexington | SC | 05/2012 | 09/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2014 | 09/2017 |
| Crown Capital Securities | Orange | CA | 10/2017 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | Present |
1. Fixed insurance sales as an agent; as of 10/23/2017; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner of rental property located in Lexington, SC, as of 02/12/2021; 0% time spent during business hours; Not conducted at branch location; Investment related. 3. Co-Owner, CalmWater Advisors, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 10% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-30 |
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