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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-01 |
Branch Locations
995 Morning Star Drive Suite A, Sonora, CA 95370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freer Financial Services | Sonora | CA | 02/2011 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2012 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Freer Financial Services'; Conducted at branch; Investment related. 2. Co-owner, Mother Lode Financial, Inc.; company created for the facilitating securities and advisory business; as of 01/01/21; 80% time spent during business hours; conducted at branch location. Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-15 |
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