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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2007 | 04/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 10/2007 | 04/2023 |
| Commonwealth Financial Network | Waltham | MA | 04/2023 | Present |
| True North Investment Partners | Westlake | OH | 04/2023 | Present |
Fixed insurance sales; as of 2/28/2023; 0% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-30 |
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