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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-13 |
| TN | RA | APPROVED | 2025-06-05 |
Branch Locations
9724 Kingston Pike Suite 1005, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilti, Inc. | Plano | TX | 01/2012 | 10/2024 |
| Comprehensive Wealth Solutions Llc | Knoxville | TN | 10/2024 | 02/2025 |
| Comprehensive Wealth Solutions Llc | Knoxville | TN | 02/2025 | 02/2026 |
| Comprehensive Wealth Solutions Llc | Knoxville | TN | 02/2026 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | 02/2026 |
| Commonwealth Financial Network | Waltham | MA | 02/2026 | Present |
1. Basketball Referee with TSSAA; Located in Knoxville, TN, as of 09/2014; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Fixed insurance sales; as of 3/05/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
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