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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 | 2026-03-24 |
| OH | RA | APPROVED | 1999-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | No. Canton | OH | 08/1995 | Present |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. CO-TRUSTEE FOR FAMILY TRUST, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 3. TAX PREPARATION AT BRANCH LOCATION, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-03-24 |
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