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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 |
| TN | RA | APPROVED | 2010-02-17 |
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2010 | Present |
| Comprehensive Wealth Solutions | Knoxville | TN | 02/2010 | Present |
1. President and Owner, Comprehensive Wealth Solutions, LLC, a private entity est. to facilitate securities, advisory, and insurance business; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Comprehensive Wealth Solutions'; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-15 |
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