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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-10-05 |
Branch Locations
405 Portage Trail, Cuyahoga Falls, OH 44221 • United States
New Franklin, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| My Financial Group, Ltd. | Cuyahoga Falls | OH | 01/2007 | 09/2022 |
| Transamerica Financial Advisors, Inc. | Cuyahoga Falls | OH | 09/2009 | 10/2016 |
| King Financial Services | Cuyahoga Falls | OH | 12/1997 | Present |
| Signator Investors, Inc. | Cuyahoga Falls | OH | 05/2016 | 10/2016 |
| Commonwealth Financial Network | Waltham | MA | 10/2016 | Present |
Fixed insurance sales; as of 08/09/2018; Approximately 5% of time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-24 |
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