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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-01-02 |
Branch Locations
570 Lake Cook Rd., Suite 128, Deerfield, IL 60015 • United States
570 Lake Cook Road Suite 128, Deerfield, IL 60015 • United States
Deerfield, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pinnacle Financial Group | Deerfield | IL | 11/2014 | 09/2025 |
| Commonwealth Financial Network | Waltham | MA | 11/2014 | 09/2025 |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
| The Pinnacle Financial Group | Deerfield | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-02 |
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