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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-01-03
  • MD RA
    APPROVED
    Since 2024-01-03

Branch Locations

220 West Patrick Street, Frederick, MD 21701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Investment Services Llc Frederick MD 07/2021 08/2022
University Of Maryland College Park MD 08/2019 05/2021
Unemployed Cumberland MD 01/2011 08/2019
Commonwealth Financial Network Waltham MA 08/2022 Present
Mccaskill Financial Frederick MD 08/2022 Present
  • 07/2021 → 08/2022
    Kestra Investment Services Llc
    Frederick, MD
  • 08/2019 → 05/2021
    University Of Maryland
    College Park, MD
  • 01/2011 → 08/2019
    Unemployed
    Cumberland, MD
  • 08/2022 → Present
    Waltham, MA
  • 08/2022 → Present
    Mccaskill Financial
    Frederick, MD
Other Businesses

1. Fixed insurance sales; as of 5/05/2026; 0% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-20
  • S66 Uniform Combined State Law Examination
    2023-12-20

View on SEC IAPD

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