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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2011-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2011 | Present |
| Avery And Pope Wealth Management | Newnan | GA | 03/2011 | Present |
1. Fixed insurance sales, as of 03/21/2011, 0% of time spent during business hours, Conducted at branch, investment related. 2. PAKP LLC, Co-owner of private entity created as operating company for securities and investment advisory business, as of 03/21/2011, Conducted at branch location, investment related. 3. Co-Owner, LaGrange Street Holdings, LLC, an entity created for the purpose of buying and managing commercial real estate in Newnan, GA, as of 08/12/2021; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-18 |
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