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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-01 |
Branch Locations
1101 S Chestnut Street, Lufkin, TX 75901 • United States
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Financial Group | Lufkin | TX | 07/1999 | Present |
| Commonwealth Financial Network | San Diego | TX | 09/2022 | Present |
1.Fixed insurance sales; as of 09/01/2022; 50% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Allendale Inc. dba The Advanced Financial Group; a private entity established to facilitate securities, advisory, and insurance business; as of 9/01/2022; 0% time spent during business hours; Conducted at branch; Investment related. 3. Owner, SEMDCM Properties, LLC, an entity created for the purpose of managing real estate at 1009 Linkwood, Lufkin, TX 75901 and 706 Tom Temple, Lufkin, TX 75901, as of 11/01/2014; Less than 1% of time spent during business hours; Not conducted at branch; Investment related. 4. Co-owner, Telmo Property Investments, LLC; an entity created for the purpose of managing real estate at 3104 FM 502 Rochelle, TX, 76872, as of 1/01/2015; Less than 1% of time spent during business hours; Not conducted at branch; Investment related. 5. Trustee; Lufkin Firemans Relief and Retirement Fund; Located at 300 E. Shepherd Street, Lufkin, TX, as of 06/13/2024; Less than 1% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-02 |
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