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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-05-01 |
Branch Locations
Lewis Center, OH • United States
470 Olde Worthington Road Suite 200, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2009 | Present |
| Stoneworth Financial Group | Westerville | OH | 05/2009 | Present |
1. FIXED INSURANCE SALED; INVESTMENT RELATED; CONDUCTED AT BRANCH OFFICE. 2. Owner, TEAK Wealth Strategies; a private entity established to facilitate securities, advisory, and insurance business; Located in Westerville, OH 43082; as of 09/27/2024; 95% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-18 |
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