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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 |
| MO | RA | APPROVED | 2005-08-10 |
Branch Locations
1001 Craig Road Suite 474, St. Louis, MO 63146 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2005 | Present |
| D&B Strategic Wealth | St. Louis | MO | 08/2005 | Present |
1. Fixed insurance sales, as of 2005, 1% of time spent during business hours, conducted at branch location, investment related. 2. Co-owner, Dolitsky and Berglund, LLC dba D&B Strategic Wealth; a private entity established to facilitate securities, and insurance business; as of August, 2005; 1% time spent during business hours; Conducted at branch; Investment related. 3. Tax Preparation, D&B Strategic Wealth; as of 03/19/2021; Less than 5% of time spent during business hours; Not conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-05 |
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