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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| SC | RA | APPROVED | 2015-06-12 |
Branch Locations
500 Taylor Street Suite 301, Columbia, SC 29201 • United States
1202 N. Cashua Dr., Florence, SC 29501 • United States
Columbia, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2015 | Present |
CALMWATER ADVISORS; FIXED INSURANCE SALES; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-15 |
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