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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2008-04-15 |
Branch Locations
3011 Del Prado Blvd South, Cape Coral, FL 33904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2008 | Present |
| Emerald Wealth Management Solutions, Inc. | Cape Coral | FL | 04/2008 | Present |
1. FIXED INSURANCE SALES, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. EMERALD WEALTH MANAGEMENT SOLUTIONS, INC., OWNER OF PRIVATE ENTITY CREATED AS OPERATING COMPANY FOR SECURITIES BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-27 |
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