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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NC | RA | APPROVED | 2017-04-28 |
Branch Locations
280 Towerview Ct 1St Floor, Cary, NC 27513 • United States
121 Edinburgh South Suite 208, Cary , NC 27511 • United States
Holly Springs, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cary | NC | 01/2012 | 04/2017 |
| Commonwealth Financial Network | Waltham | MA | 04/2017 | 06/2026 |
| Commonwealth Financial Network | Waltham | MA | 06/2026 | Present |
| Pathfinder Wealth Consulting | Cary | NC | 06/2026 | Present |
1. Fixed insurance sales. Investment related and conducted from branch location. 2. Co-owner, Pathfinder Wealth Consulting, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 6/30/2026; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-20 |
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