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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 | 2026-03-23 |
| IN | RA | APPROVED | 2008-03-05 |
Branch Locations
10319 Dawson'S Creek Blvd. Suite H, Fort Wayne, IN 46825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2008 | Present |
| Leman Financial Advisors, Inc | Fort Wayne | IN | 03/2008 | 12/2020 |
| Momentum Wealth | Fort Wayne | IN | 12/2020 | Present |
1. Fixed insurance sales; less than 5% time spent during business hours; conducted at branch location; investment related. 2. Owner, HLC Acquisitions, a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 12/12/2019; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-23 |
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