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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Orleans Saints | New Orleans | LA | 09/2016 | 04/2017 |
| Unemployed | N/A | OH | 05/2017 | 08/2017 |
| Commonwealth Financial Network | Waltham | MA | 09/2017 | 07/2018 |
| Commonwealth Financial Network | Waltham | MA | 07/2018 | Present |
1. Fixed insurance sales, as an Agent; As of 08/28/17; Approximately 10% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Co-Owner, HollerStone Investments, LLC, an entity created for the purpose of buying and managing residential real estate, Located in Columbia, SC, as of 12/01/2021; 0% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-23 |
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