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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MD | RA | APPROVED | 2001-07-24 |
Branch Locations
785 Elkridge Landing Road Suite 100, Linthicum Heights, MD 21090 • United States
785 Elkridge Landing Road Suite 100, Linthicum, MD 21090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 1997-04-09 |
Branch Locations
785 Elkridge Landing Road Suite 100, Linthicum, MD 21090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/1997 | Present |
| Foundation Financial Advisors | Linthicum | MD | 01/1997 | Present |
1. REGISTERED INVESTMENT ADVISER - 50% OF IARS TIME IS DEVOTED TO BEING AN IAR OF FOUNDATION FINANCIAL ADVISORS PROVIDING FINANCIAL PLANNING/CONSULTING - INVESTMENT RELATED 2. CO-OWNER, KENWOOD PROPERTY, LLC; AN ENTITY CREATED FOR THE PURPOSE OF MANAGING RESIDENTIAL REAL ESTATE AT 1204 S. KENWOOD AVE. BALTIMORE, MD 21224; AS OF 3/09/2021; 1% OF TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH; INVESTMENT RELATED. 3. FOUNDATION FINANCIAL ADVISORS; FIXED INSURANCE SALES; AS AN AGENT; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-20 |
| S65 | Uniform Investment Adviser Law Examination | 1993-12-01 |
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