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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-05 |
| NY | RA | APPROVED | 2022-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2007 | 12/2022 |
| Commonwealth Financial Network | Waltham | MA | 12/2022 | Present |
| Cedarwood Financial Partners | Olean | NY | 12/2022 | Present |
1. Co-Owner, Penns Wood's Properties LLC, a private entity created for the purpose of buying & managing real estate in Shinglehouse, PA, Martinsville, IL and Olean, NY, as of 01/01/2008; 0% time spent during business hours; Not Conducted at branch; Investment related. 2. Fixed insurance sales; Located in Olean, NY, as of 12/02/2022, 5% time spent during business hours; Conducted at branch location; Investment related. 3. Co-Owner, Cedarwood Financial Partners, LLC, a private entity established to facilitate advisory business; as of 12/02/2022; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-25 |
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