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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 | 2007-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Retirement Group, Inc. | Stuart | FL | 06/1992 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2007 | Present |
1. FIXED INSURANCE AT BARNCH LOCATION, INVESTMENT RELATED. 2. MPW PORPETIES, LLC - CO-OWNER OF ENTITY CREATED TO OWN RENTAL PROPERTIES, NOT AT BRANCH LOCATION, INVESTMENT RELATED. 3. NOTARY PUBLIC; STATE OF FLORIDA;NON-INVESTMENT RELATED 4. STRATEGIC RETIREMENT GROUP, INC.; PRIVATE ENTITY CREATED FOR OPERATING SECURITIES BUSINESS, AS PRESIDENT, SOLE OWNER AND CEO; INVESTMENT RELATED 5. CO-OWNER & MANAGER, LAZY SQUIRRELS LLC, AN ENTITY CREATED FOR THE PURPOSE OF BUYING & MANAGING RESIDENTIAL REAL ESTATE IN SWAIN COUNTY, NC, AS OF 2/25/2021; 0% OF TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-02 |
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