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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 | 2026-03-26 |
| OK | RA | APPROVED | 2015-01-05 |
Branch Locations
12315 East 86Th Street North Suite 101, Owasso, OK 74055 • 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 | San Diego | CA | 01/2015 | 04/2025 |
| Westerman Financial Services, Llc | Owasso | OK | 01/2015 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
1. Fixed insurance sales; as of 06/01/2015, 1% of time spent during business hours, investment related; conducted at branch. 2. Owner, Westerman Financial Services, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/02/2015, 100% of time spent during business hours, investment related; conducted at branch. 3. Co-Owner, Land Destination, LLC, an entity created for the purpose of buying and managing commercial real estate at North Garnett Rd, Owasso, OK 74055, as of 02/02/2022; 10% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-21 |
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