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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-06 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
501 Canal Boulevard, Thibodaux, LA 70301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Thibodaux | LA | 08/2012 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
Co-Owner, RW Rental Properties, LLC, an entity created for the purpose of buying and managing residential real estate at 310 McKinley St., and 1229 Church St., Houma,LA, as of 02/07/2023; 1% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-07 |
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