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Samuel Davis Byrd

Commonwealth Financial Network

Wilmington, NC

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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-02
  • NC RA
    APPROVED
    Since 2026-04-02

Branch Locations

4018 Oleander Drive Suite 102, Wilmington, NC 28403 • 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
Pathfinder Wealth Consulting Wilmington NC 06/2020 07/2026
Live Oak Bank Wilmington NC 01/2020 06/2020
F.N.B Corporation Raleigh NC 05/2019 08/2019
Carolina Country Club Raleigh NC 05/2018 01/2019
Great Outdoor Provision Co. Raleigh NC 06/2017 08/2017
Char-Grill Raleigh NC 06/2015 05/2017
Full-Time Education Wilmington NC 09/2017 04/2018
Full-Time Education Wilmington NC 02/2019 04/2019
Full-Time Education Wilmington NC 09/2019 12/2020
Commonwealth Financial Network Waltham MA 04/2026 07/2026
Commonwealth Financial Network Waltham MA 07/2026 Present
Pathfinder Wealth Consulting Wilmington NC 07/2026 Present
  • 06/2020 → 07/2026
    Pathfinder Wealth Consulting
    Wilmington, NC
  • 01/2020 → 06/2020
    Live Oak Bank
    Wilmington, NC
  • 05/2019 → 08/2019
    F.N.B Corporation
    Raleigh, NC
  • 05/2018 → 01/2019
    Carolina Country Club
    Raleigh, NC
  • 06/2017 → 08/2017
    Great Outdoor Provision Co.
    Raleigh, NC
  • 06/2015 → 05/2017
    Char-Grill
    Raleigh, NC
  • 09/2017 → 04/2018
    Full-Time Education
    Wilmington, NC
  • 02/2019 → 04/2019
    Full-Time Education
    Wilmington, NC
  • 09/2019 → 12/2020
    Full-Time Education
    Wilmington, NC
  • 04/2026 → 07/2026
    Commonwealth Financial Network
    Waltham, MA
  • 07/2026 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 07/2026 → Present
    Pathfinder Wealth Consulting
    Wilmington, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-04
  • S65 Uniform Investment Adviser Law Examination
    2022-02-04
Other Names
  • Samuel Byrd

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
MORGAN STANLEY

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Gary R Bechtold
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TIMOTHY CALHOUN GRAY
EMILY ROGERS HARVEY
CHARLES WARREN MINTZ
Savannah Castor King
JOHN DAVID THOMAS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILMINGTON, NC
OSAIC INSTITUTIONS, INC. · Wilmington, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

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