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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| FL | RA | APPROVED | 1997-01-02 |
Branch Locations
5550 26Th Street West Suite 3, Bradenton, FL 34207 • 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 |
|---|---|---|---|---|
| Financial Services Of Bradenton | Bradenton | FL | 01/1995 | Present |
| Commonwealth Equity Services, Inc. | Bradenton | FL | 01/1997 | Present |
| Insurance Services Of Bradenton | Bradenton | FL | 01/1995 | Present |
1. President and Part Owner, Financial Services of Bradenton, Inc., a private entity established to facilitate securities and advisory business; As of 04/20/2015; Approximately 80% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. President and Part Owner, Insurance Services of Bradenton, a private entity established to facilitate insurance business; Conducted at branch location; Investment related. 3. Fixed insurance sales, as an Agent, under the name 'Insurance Services of Bradenton'; Conducted at branch location; Investment related. 4. Subleasing branch office space to unaffiliated individual/business; Conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 1996-11-11 |
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