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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Bank | Essexville | MI | 05/2019 | 07/2024 |
| Charter Communications | Bay City | MI | 08/2009 | 05/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2019 | 07/2024 |
| Cetera Investment Advisers Llc | Essexville | MI | 10/2019 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Shoreline Wealth Partners | Bay City | MI | 07/2024 | Present |
1.Fixed insurance sales, as of 07/26/2024, 20% time spent during business hours; Conducted at branch location; Investment related. 2.Co-owner, Shoreline Wealth Partners, a private entity established to facilitate securities, advisory, and insurance business; as of 07/26/2024; 80% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-29 |
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