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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-06-21 |
Branch Locations
801 Corporate Center Drive Suite 110, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Asset Management | Raleigh | NC | 12/2015 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2015 | Present |
1. Co-owner, LifeTime Asset Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/19/2017, 100% of time spent during business hours; Conducted at branch; Not investment related. 2. Co-owner, LifeTime Tax Management, LLC; a private entity created to facilitate tax business; as of 09/16/2020, 5% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-18 |
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