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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| FL | RA | APPROVED | 2022-10-06 |
| MA | RA | APPROVED | 2015-02-17 |
Branch Locations
4 Concorde Lane Suite 1, Palm Coast, FL 32137 • United States
St. Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2012 | 05/2021 |
| Commonwealth Financial Network | Waltham | MA | 05/2021 | Present |
| Innovative Financial Solutions | Bloomington | IN | 05/2021 | Present |
1) Fixed insurance sales; as of 6/7/2021; 20% of time spent during business hours; Conducted at branch location; Investment related. 2) Owner, Moon Wealth Advisor, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/06/2024; 95% time spent during business hours; Conducted at branch; Investment related. 3) Owner of residential rental property located in Lowell, MA; As of 09/01/2018; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 4) Tax Preparation, Gregs & Reid CPA; as of 07/01/2024; 2% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-03 |
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