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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2009-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Wealth Management | Waltham | MA | 03/2004 | 02/2026 |
| Silver Leaf Investment Advisors | Beaver Dam | WI | 02/2026 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2004 | Present |
1. Fixed insurance sales; as of 2011; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Henning Wealth Management, LLC dba Silver Leaf Investment Advisors; a private entity established to facilitate securities, advisory, and insurance business; as of 1/30/2026; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-29 |
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