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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 |
| KS | RA | APPROVED | 2012-05-11 |
Branch Locations
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2012 | Present |
| Trinity Planning Group | Overland Park | KS | 05/2012 | Present |
1. Fixed insurance sales, as of 02/25/2012, 10% of time spent during business hours, conducted at branch, investment related. 2. Owner, Trinity Planning Group, LLC; entity created for securities and fixed insurance business; as of 06/01/2008, 100% of time spent during business hours, conducted at branch; investment related 3. Trinity Planning Group, LLC; subleasing office space to CFN advisors; as of 05/11/2012, investment related; conducted at branch. 4. Co-Owner, Infinitas LLC; operating company; as of 01/20/2017; 100% of time spent during business hours, conducted at branch; investment related. 5. Co-owner, Amante Del Lago, an entity created for the purpose of managing rental property at Vanita, OK, as of 03/28/2018; 2% time spent during business hours; Not Conducted at branch; Investment related. 6. Co-Owner, Infinitas Retirement Plan Solutions, LLC, a private entity established to facilitate qualified plan business; as of 04/01/2021; 1% of time spent during business hours; Conducted at branch; Investment related. 7. Co-owner, Black Acre Farms, LLC; a private entity created for the purpose of owning and managing a recreation property; Located at 108 S. 2nd St., Rockville MO 64780; as of 10/01/2018; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 8. Co-Owner, Tarzan Properties, LLC, an entity created for the purpose of buying and managing residential real estate located in Leawood, KS, as of 03/28/2018; 0% of time spent during business hours; Not Conducted at branch; Investment related. 9. Co-owner, WCBD, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Overland Park, KS 66210; as of 07/01/2025; 100% time spent during business hours; Conducted at branch; Investment related. 10. Co-owner, Tomorrow Funded, LLC; private entity established to operate a subscription based financial wellness website; as of 8/04/2025; 4% of time spent during business hours; Conducted at branch location; Investment related. 11. Co-owner, Infinitas Planning Group LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-06 |
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