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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-09-30 |
Branch Locations
1901 N.W. Military Suite 102, San Antonio, TX 78213 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2005 | Present |
| I Financial | San Antonio | TX | 09/2005 | Present |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. MUNFORD MOORE, INC. - PRESIDENT AND OWNER OF ENTITY CREATED TO PROCESS SECURITIES AND INSURANCE BUSINESS, INVESTMENT RELATED. 3. TRUSTEE OF COMPANY 401K PLAN, I FINANCIAL 401K PLAN. INVESTMENT RELATED AND CONDUCTED FROM BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-29 |
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