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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 | 2026-03-23 |
| IL | RA | APPROVED | 2025-05-02 |
| WI | RA | APPROVED | 2025-05-01 |
Branch Locations
10772 Main Street Suite 1, Roscoe, IL 61073 • United States
Milton, WI • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2015 | 11/2016 |
| Securities America, Inc. | Roscoe | IL | 11/2016 | 06/2024 |
| Securities America Advisors, Inc. | Roscoe | IL | 11/2016 | 06/2024 |
| Osaic Wealth, Inc. | Roscoe | IL | 06/2024 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Strategic Wealth Management | Roscoe | IL | 04/2025 | Present |
1. Fixed insurance sales; Located at 10772 Main Street, Roscoe, IL 61073, as of 05/01/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Strategic Wealth Management; a private entity established to facilitate securities, advisory, and insurance business; Located at in Roscoe, IL; as of 08/2021; 99% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-12 |
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