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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| IL | RA | APPROVED | 2025-01-13 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Skokie | IL | 05/2012 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Davis Financial Strategies, Ltd | Skokie | IL | 01/2025 | Present |
1. Fixed insurance sales; Located at 9955 Karlov Ave, Skokie, IL 60076, as of 1/6/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Davis Financial Strategies; a private entity established to facilitate securities, advisory, and insurance business; Located in Skokie, IL 60076; as of 05/25/2012; 90% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, 4057HarrisonDFS; an entity created for the purpose of buying and managing commercial real estate at 9955 Karlov Ave, Skokie, IL 60076, as of 11/15/2021; 1% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, 1306 Bay; an entity created for the purpose of buying and managing residential real estate at 1306 Bay Street, Beardstown, IL, as of 05/04/2022; 1% of time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-01 |
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