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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED_RES | 2021-10-21 |
| MA | RA | APPROVED | 2004-05-18 |
Branch Locations
752 Oglethorpe Ave Suite 2, St Simons Island, GA 31522 • United States
4101 Parkstone Heights Suite 260, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2002 | Present |
| Sharp & Linhart Financial Strategies | Waltham | MA | 01/2007 | Present |
Fixed insurance sales; as of 1999; 2.5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-17 |
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