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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-05 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Cincinnati | OH | 06/1991 | 09/2023 |
| Commonwealth Financial Network | Waltham | MA | 09/2023 | Present |
Fixed insurance sales; as of 9/5/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Finkeland Farm; hay and tree farm; Located at 23781 Brush Fork Rd, Guilford, IN 47022; as of 9/15/2023; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-17 |
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