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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-01 |
Branch Locations
10220 Us Highway 19 Suite A, 4Th Floor, Port Richey, FL 34668 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harwood Advisory Group | Tampa | FL | 02/2016 | 07/2022 |
| Commonwealth Financial Network | Waltham | MA | 07/2022 | Present |
| Ballast Wealth Partners | Clearwater | FL | 07/2022 | Present |
Fixed insurance sales; as of 6/24/2022; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-29 |
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