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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2005-10-28 |
Branch Locations
823 Blake Avenue Suite 201, Glenwood Springs, CO 81601 • United States
Glenwood Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2005 | 07/2026 |
| Resource Financial Planning Corporation | Glenwood Springs | CO | 08/2005 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
1. FIXED INSURANCE SALES UNDER NAME RESOURCE FINANCIAL PLANNING, AS INSURANCE AGENT, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. ADVANCE FINANCIAL, INC, OWNER AND PRESIDENT OF PRIVATE ENTITY CREATED AS OPERATING COMPANY FOR SECURITIES AND INVESTMENT ADVISORY BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-27 |
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