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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-12-05 |
Branch Locations
4525 South Wasatch Blvd. Suite 250, Salt Lake City, UT 84124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Financial Group | Salt Lake City | UT | 03/2015 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2015 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Sterling Financial Group | Salt Lake City | UT | 01/2025 | Present |
Fixed insurance sales; as of 4/23/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
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