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Kerri Lynn Wilkes

Commonwealth Financial Network

Danvers, MA

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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-25
MA RA APPROVED 2006-10-31
  • TX RA
    APPROVED
    Since 2026-03-25
  • MA RA
    APPROVED
    Since 2006-10-31

Branch Locations

100 Conifer Hill Drive Suite #301, Danvers, MA 01923 • 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
Commonwealth Financial Network Topsfield MA 05/2004 Present
Commonwealth Financial Network Waltham MA 06/2005 Present
Other Businesses

1. FIXED INSURANCE SALES AS AGENT AT HOME OFFICE, INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-19
  • S66 Uniform Combined State Law Examination
    2005-08-19
Designations
Other Names
  • Kerri L Wilkes
  • Kerri Lynn Moses

View on SEC IAPD

Other Firms

ONEDIGITAL
RBC CAPITAL MARKETS, LLC
JANNEY MONTGOMERY SCOTT LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FORTIS CAPITAL ADVISORS, LLC
NVEST FINANCIAL, LLC

Other Investors

CAMAY KWONG PASCUCCI
KATELYNN JULIE KENDALL
Zachary Delano
DOUGLAS TILGHMAN WILSON
Mark Patrick Sullivan
JAMES FRANKEL HORROCKS
SEAN PATRICK GIBBONS
SHANE POULIN

Other Offices

ONEDIGITAL · Danvers, MA
RBC CAPITAL MARKETS, LLC · DANVERS, MA
JANNEY MONTGOMERY SCOTT LLC · Danvers, MA
ROBERT W. BAIRD & CO. INCORPORATED · Danvers, MA
CETERA INVESTMENT ADVISERS LLC · DANVERS, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Danvers, MA
FORTIS CAPITAL ADVISORS, LLC · Danvers, MA
NVEST FINANCIAL, LLC · DANVERS, MA

More in Danvers, MA

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