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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NC | RA | APPROVED | 2020-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmer Painting Plus | Waxhaw | NC | 06/2012 | 04/2020 |
| The Pinnacle Financial Group | Monroe | NC | 06/2018 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2018 | Present |
1. Fixed insurance sales, as an Agent; As of 06/02/20; 25% time spent during regular business hours; Conducted at branch; Investment related. 2. Co-owner, Redeemed Pool Care of Charlotte LLC; a private entity created for pool cleaning and maintenance; Located at 10400 Allen Munn Ln. Mint Hill, NC 28227; as of 7/01/2026; 5% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-21 |
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