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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 |
| OH | RA | APPROVED | 2001-07-25 |
Branch Locations
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 | 07/2001 | Present |
| Mckee Financial Advisory | Tipp City | OH | 07/2001 | Present |
1. Fixed insurance sales at branch location, investment related. 2. Third Day Asset Management, INC. - president and owner of entity created for securities and insurance business, investment related. 3. Mckee Family Properties, LLC; real estate holding company; not conducted at branch; not investment related. 4. Co-Owner of rental property located in Tipp City, OH, as of 01/01/2013; Approximately less than 1% time spent during securities trading hours per month; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-17 |
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