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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| ME | RA | APPROVED | 2022-07-12 |
| MD | RA | APPROVED | 2010-08-12 |
Branch Locations
1532-I Pointer Ridge Place, Bowie, MD 20716 • United States
York Beach, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs Financial Corporation | Bowie | MD | 09/1991 | Present |
| Ifs Investors Services | Bowie | MD | 09/1991 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2010 | Present |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. ENROLLED AGENT PROVIDING TAX AND ACCOUNTING SERVICES AT BRANCH LOCATION, NOT INVESTMENT RELATED. 3. BMAC PROPERTIES, LLC - SOLE MEMBER OF ENTITY CREATED TO OWN BRANCH OFFICE SUITE, NOT INVESTMENT RELATED. 4. IFS FINANCIAL CORPORATION - PRESIDENT AND SOLE OWNER OF ENTITY CREATED FOR INSURANCE AND TAX BUSINESS, NOT INVESTMENT RELATED. 5. IFS FINANCIAL CORPORATION - PROVIDING PRACTICE MANAGEMENT CONSULTING TO OTHER BUSINESSES; NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-11 |
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