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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-26 |
Branch Locations
42855 Garfield Road Suite 109, Clinton Township, MI 48038 • United States
Romeo, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 12/2001 | Present |
| Lexington Financial | Clinton Township | MI | 12/2001 | Present |
1. Fixed insurance sales; conducted at branch office; 10% time spend during business hours; investment related. 2. Member, JAMAS, LLC; holding company which owns condominium space; less than 5% time spent during business hours; conducted at branch office; investment related. 3. Owner, Olex Holdings, LLC a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 06/19/2020 2% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-22 |
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