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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-01-20 |
Branch Locations
635-D Chapel Hill Road, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Burlington | NC | 01/2015 | 01/2017 |
| National Network Of Digital Schools | Rochester | PA | 08/2014 | Present |
| Weddings By Susan (Susan Finley) | Whitsett | NC | 01/2004 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2017 | Present |
1. Wedding minister and officiant, Weddings by Susan; Located in Whitsett, NC, as of 01/2004; 0% time spent during business hours; Not conducted at branch location; Not investment related. 2. Author, Lincoln Learning Solutions; Located in Whitsett, NC, as of 07/2014; 0% time spent during business hours; Not conducted at branch location; Not investment related. 3. Substitute musician and preacher with Mt. Hope United Church of Christ; Located at 2400 Mt Hope Church Rd, Whitsett, NC 27377, as of 6/12/2019; 0% time spent during business hours; Not conducted at branch location; Not investment related. 4. Reader/Evaluator, Measurement, Inc, Scoring standardized tests for grades K-12; Located at 1055 Oak Blossom Way, Whitsett, NC 27377, as of 5/07/2026; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-16 |
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