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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-26 |
Branch Locations
214 North Fourth Avenue 2Nd Floor, Ann Arbor, MI 48104 • United States
1010 South Main Street, Chelsea, MI 48118 • United States
Dexter Banking Center 7101 Dexter-Ann Arbor Road, Dexter, MI 48130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Wealth Solutions | Ann Arbor | MI | 09/2004 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2009 | Present |
1. FIXED INSURANCE, AFFINITY WEALTH SOLUTIONS, AT BRANCH OFFICE, INVESTMENT RELATED. 2. Owner of DERUYVER PROPERTIES, LLC, entity responsible for sub-leasing branch office space and paying branch office expenses. Conducted at branch office and not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-10 |
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