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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| FL | RA | APPROVED | 2018-10-22 |
| MI | RA | APPROVED | 2010-04-15 |
Branch Locations
42855 Garfield Road Suite 109, Clinton Township, MI 48038 • United States
5550 26Th Street West Suite 3, Bradenton, FL 34207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/1998 | Present |
| Lexington Financial | Clinton Township | MI | 06/1998 | Present |
1. Member and Owner, Lexington Financial, Inc., a private entity established to facilitate securities, investment advisory, and insurance business; As of 06/12/2009; Approximately 80% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales, as an Agent, under the name Lexington Financial; Conducted at branch location; Investment related. 3. Member and Part Owner, JAMAS, LLC, a private entity established for the purpose of owning and managing commercial office property located in Clinton Township, MI; As of 01/15/2007; Approximately less than 1% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-21 |
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