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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 | 2026-03-23 |
| FL | RA | APPROVED | 2025-11-20 |
| OH | RA | APPROVED | 2008-01-24 |
Branch Locations
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 | 01/2008 | Present |
| Stoneburner Wealth Management, Llc | Dublin | OH | 12/2009 | Present |
1. Fixed insurance, as of 1994, 35% of time spent during business hours, conducted at branch location, investment related. 2. Stoneburner Wealth Management, LLC; owner; entity created for securities business; as of 01/01/2010, 100% of time spent during business hours, conducted at branch location; investment related. 3. Owner of rental property located in Boca Grande, FL, as of 06/01/2022; 0% of time spent during business hours; Not conducted at branch location; Investment related. 4. Owner of rental property located in Dublin, OH, as of 06/02/2022; 0% of time spent during business hours; Not conducted at branch location; Investment related. 5. Stoneburner Wealth Management, LLC, a private entity involved in the operation of the securities, investment advisory, and insurance business owned by Stoneburner Holdings, LLC. As of 10/01/2022; 10% time spent during business hours. Conducted at branch location Investment related. 6. Owner, Stoneburner LegacyCo, LLC, a private entity involved in the operation of the securities, investment advisory, and insurance business. As of 10/01/2022; 10% of time spent during business hours; conducted at branch. Investment related. 7. Stoneburner Holdings, LLC, A private entity involved in the operation of your securities, investment advisory owned 80.1% by Stoneburner LegacyCo, LLC & 19.9% of the business is owned by Merchant Wealth Partners, LLC.As of 10/01/2022; 10% of time spent during business hours. 8. Co-Owner, HollerStone Investments, LLC, an entity created for the purpose of buying and managing residential real estate, Located in Columbia, SC, as of 02/01/2023; 0% of time spent during business hours; Not Conducted at branch; Investment related. 9. Subleasing branch office space to Tartan Tax; as of 12/01/2024; % time spent during business hours; Conducted at branch location; Investment related. 10. Co-owner, 2 Stoneys, LLC; entity for acquiring accounting practices; Located in Dublin, OH; as of 07/01/2025; 50% of time spent during business hours; Not Conducted at branch location; Not Investment related. 11. Co-owner, PTG Tax & Accounting Holdings LLC; providing tax preparation and accounting services, Located at 305 S Lucas St Piketon, Ohio 45661, as of 07/31/2025; 0% of time spent during business hours; Not conducted at branch; Not investment related. 12. Co-owner, Marathon Legacy Partners Holdings, LLC; a private entity established as a holding company to own a securities, advisory, and insurance business; as of 3/02/2026; 1% time spent during business hours; Conducted at branch; Investment related. 13. Co-owner, Marathon Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2011; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-02 |
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