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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 |
| PA | RA | APPROVED | 2010-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2009 | Present |
| Sterling Wealth Management | Montrose | PA | 11/2009 | Present |
1. Fixed insurance sales, as of 01/01/2011, 20% of time spent during business hours, Investment related, at branch location. 2. Legacy Land Holdings, LLC, real estate holding company, as of 06/01/2013, 0% of time spent during business hours, Not investment related, not conducted at branch location. 3. Owner, Sterling Wealth Management, Inc. a private entity established to facilitate securities, advisory, and insurance business; as of 02/01/2022; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-08 |
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