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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-07-12 |
Branch Locations
363 North Sam Houston Parkway East Suite 1100, Houston, TX 77060 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2006 | 12/2025 |
| Merkle Financial Group | Houston | TX | 07/2006 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2025 | Present |
1. Fixed insurance sales; as of 04/01/2016; approximately 30 hours spent weekly during securities trading hours; conducted at branch location; investment related. 2. Co-owner, MFG Enterprises, LLC; a Private Entity established to facilitate Securities, advisory, and insurance Business; Located in Houston, TX; as of 10/16/2018; Approximately 95% time spent during securities trading hours per month; Conducted at branch location; Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-05 |
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