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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-07-09 |
Branch Locations
333 Sw Upper Terrace Dr Suite 200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Grou Inc | Houston | TX | 09/2014 | 07/2020 |
| Commonwealth Financial Network | San Diego | CA | 07/2020 | Present |
| Miller Ferrari Wealth Management | Bend | OR | 07/2020 | Present |
1. Fixed insurance sales; As of 7/9/2020; <1% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, More Than Investing, LLC; an entity created for the purpose of renting branch office property; as of 07/01/2020; 5% time spent during business hours; Conducted at branch; Investment related 3. Owner, J. Tyler Swanson Financial Professional LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 99% of time spent during business hours; Conducted at branch; Investment related. 4. Co-Owner, Miller Ferrari Wealth Management, Inc., a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2023; 99% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-13 |
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