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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2004-01-16 |
Branch Locations
1127 Floral Parkway Suite 200, Wilmington, NC 28403 • United States
Wilmington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2004 | 07/2026 |
| Rexroad, Loweth And Associates | Wilmington | MA | 01/2004 | 07/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Pathfinder Wealth Consulting | Wilmington | NC | 07/2026 | Present |
1. PLR, LLC, A Limited Liability Company Created For Purpose Of Owning And Managing Commercial Properties; Located At 1127 Floral Pkwy, Wilmington, Nc And 1131 Floral Pkwy, Wilmington, NC , As Member And 50% Owner, Spends 1 Hr Per Wk, Investment Related. 2. Fixed insurance sales; as of 1980; 1% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner, Pathfinder Wealth Consulting, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 6/30/2026; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-01 |
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